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 %
BMA
3626
Brooks Moore & Associates
Tennessee
$359K
MMCM
3627
Murphy & Mullick Capital Management
New York
$357K +$2.8K +8 +0.8%
CW
3628
Cook Wealth
North Carolina
$357K
JWM
3629
JFG Wealth Management
Colorado
$357K -$152K -433 -30%
PWP
3630
Parkwoods Wealth Partners
New York
$356K
LC
3631
Landaas & Company
Wisconsin
$355K +$3.5K +10 +1%
ALA
3632
Atlas Legacy Advisors
California
$355K -$1.4K -4 -0.4%
AWA
3633
ARQ Wealth Advisors
Arizona
$355K +$14.4K +41 +4%
PIWA
3634
Prevail Innovative Wealth Advisors
Kansas
$354K -$4.91K -14 -1%
BRA
3635
Bender Robert & Associates
California
$354K
VAMG
3636
Voisard Asset Management Group
Michigan
$352K -$2.45K -7 -0.7%
PJWM
3637
Philip James Wealth Mangement
Georgia
$352K -$78.2K -223 -18%
WWM
3638
Whalen Wealth Management
Nevada
$351K +$78.9K +225 +29%
MMH
3639
Menora Mivtachim Holdings
Israel
$350K -$245K -700 -41%
MIM
3640
Merrion Investment Management
New Jersey
$350K
AI
3641
ArchPoint Investors
Florida
$350K
BWM
3642
Birchcreek Wealth Management
Ohio
$350K +$6.31K +18 +2%
AIM
3643
Aigen Investment Management
New York
$350K -$1.65M -4,696 -82%
FCMC
3644
Founders Capital Management (Connecticut)
Connecticut
$349K
IAG
3645
Investment Advisory Group
Massachusetts
$349K +$28K +80 +9%
RIS
3646
Retirement Income Solutions
Michigan
$348K
BSAM
3647
Blue Square Asset Management
New York
$348K
BF
3648
Brogan Financial
Tennessee
$348K +$6.31K +18 +2%
RCI
3649
RS Crum Inc
California
$347K +$8.41K +24 +2%
KCP
3650
Kera Capital Partners
California
$347K +$19.3K +55 +6%