4,221 hedge funds and large institutions have $526B invested in Visa in 2025 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 1,627 increasing their positions, 1,905 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,221
Holders Change
-7
Holders Change %
-0.17%
% of All Funds
57.33%
Holding in Top 10
683
Holding in Top 10 Change
+136
Holding in Top 10 Change %
+24.86%
% of All Funds
9.28%
New
219
Increased
1,627
Reduced
1,905
Closed
145
Calls
$5.19B
Puts
$6.61B
Net Calls
-$1.42B
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
3601
Cedar Wealth Management
California
$372K -$244K -697 -40%
WAN
3602
Wealth Advisors Northwest
Oregon
$371K -$16.5K -47 -4%
EWM
3603
Elevatus Welath Management
New York
$370K -$28.7K -82 -7%
GFG
3604
Grantvest Financial Group
New Jersey
$370K -$1.4K -4 -0.4%
FIBT
3605
First International Bank & Trust
North Dakota
$370K
PPC
3606
Pennington Partners & Co
Maryland
$369K -$272K -776 -42%
QP
3607
Quartz Partners
New York
$368K +$24.9K +71 +7%
GA
3608
Greenspring Advisors
Maryland
$368K -$41K -117 -10%
IWM
3609
Integris Wealth Management
California
$368K
EA
3610
Enclave Advisors
Texas
$366K -$9.82K -28 -3%
IWP
3611
Innova Wealth Partners
Pennsylvania
$366K +$20.7K +59 +6%
SWK
3612
Stephen W. Kidder
$365K -$8.76K -25 -2%
ASG
3613
Ariston Services Group
California
$365K
AC
3614
AWM Capital
Arizona
$365K
GA
3615
GSG Advisors
New Jersey
$364K +$22.6K +68 +7%
O3W
3616
Omni 360 Wealth
New Jersey
$363K +$38.6K +110 +12%
UI
3617
Unconventional Investor
New Hampshire
$363K
KSWWM
3618
Keyes Stange & Wooten Wealth Management
Florida
$363K +$45.6K +130 +14%
FNWA
3619
Financial Network Wealth Advisors
Utah
$363K +$76.4K +218 +27%
FPW
3620
Flywheel Private Wealth
California
$362K
KFS
3621
Kelly Financial Services
Massachusetts
$361K -$3.51K -10 -1%
YCG
3622
Yeomans Consulting Group
Georgia
$360K +$10.2K +29 +3%
HGWM
3623
Horst & Graben Wealth Management
Oregon
$360K +$31.9K +91 +10%
OFG
3624
OmniStar Financial Group
North Carolina
$360K -$215K -610 -37%
VC
3625
Vicus Capital
Pennsylvania
$359K -$3.16K -9 -0.9%