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 %
LFASL
3651
Lugano Financial Advisors SA (LFA)
Switzerland
$347K +$31.5K +90 +10%
VPF
3652
Vantage Point Financial
Illinois
$347K +$89K +254 +35%
CWA
3653
Cura Wealth Advisors
Illinois
$346K
ACA
3654
Aspire Capital Advisors
Washington
$346K +$9.81K +28 +3%
DO
3655
denkapparat Operations
Germany
$346K -$357K -1,018 -51%
AWAP
3656
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$345K -$49.8K -142 -13%
TCG
3657
Transcendent Capital Group
Oklahoma
$345K
DFP
3658
Defined Financial Planning
California
$344K -$168K -486 -33%
SBF
3659
Sara-Bay Financial
Florida
$344K
MWM
3660
Maridea Wealth Management
New York
$344K -$33K -94 -9%
NI
3661
NCP Inc
California
$343K
CPG
3662
Cornerstone Planning Group
New Jersey
$343K +$175K +522 +104%
LWM
3663
LeConte Wealth Management
Tennessee
$342K +$342K +977 New
MFS
3664
Madrona Financial Services
Washington
$341K +$31.9K +91 +10%
MAA
3665
Matrix Asset Advisors
New York
$340K
EP
3666
Edgestream Partners
New Jersey
$340K -$4.81M -13,728 -93%
WWM
3667
Wagner Wealth Management
South Carolina
$338K -$132K -378 -28%
AWM
3668
Accredited Wealth Management
Kentucky
$337K -$3.51K -10 -1%
ITB
3669
Idaho Trust Bank
Idaho
$337K +$337K +962 New
SO
3670
Sierra Ocean
California
$337K -$7.37K -21 -2%
MWM
3671
Melfa Wealth Management
Massachusetts
$336K +$18.9K +54 +6%
Dodge & Cox
3672
Dodge & Cox
California
$336K +$20.7K +59 +7%
CCP
3673
Carmel Capital Partners
California
$336K -$29.1K -83 -8%
PAM
3674
Pegasus Asset Management
New York
$336K +$72.9K +208 +28%
HWMG
3675
Hurlow Wealth Management Group
Indiana
$336K