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 %
PAM
3676
Prodigy Asset Management
Nebraska
$336K -$4.91K -14 -1%
WC
3677
Wynn Capital
Georgia
$335K -$44.9K -128 -12%
HCM
3678
Hilton Capital Management
New York
$335K +$45.6K +130 +16%
VPP
3679
Vertex Planning Partners
Illinois
$335K +$56.1K +160 +20%
HWA
3680
Hilltop Wealth Advisors
North Carolina
$334K +$334K +953 New
HWM
3681
Hobbs Wealth Management
Indiana
$334K +$10.9K +31 +3%
NI
3682
NDVR Inc
Massachusetts
$334K +$334K +952 New
PWA
3683
Phoenix Wealth Advisors
North Carolina
$333K -$4.91K -14 -1%
NWM
3684
Northwest Wealth Management
Iowa
$333K +$62.7K +179 +23%
AWM
3685
Aegis Wealth Management
Maryland
$332K
LC
3686
LCNB Corp
Ohio
$330K -$3.51K -10 -1%
TC
3687
Truvestments Capital
Florida
$330K +$122K +349 +59%
WIA
3688
Wetzel Investment Advisors
Indiana
$330K -$36.1K -103 -10%
AIA
3689
Accelerate Investment Advisors
California
$330K +$36.1K +103 +12%
EWP
3690
Elevation Wealth Partners
California
$329K
WJA
3691
Willis Johnson & Associates
Texas
$329K -$350 -1 -0.1%
OC
3692
Optima Capital
Oregon
$328K
MPM
3693
MBB Public Markets
Illinois
$328K +$328K +936 New
TT
3694
TI-Trust
Illinois
$328K -$17.5K -50 -5%
LAM
3695
Lountzis Asset Management
Pennsylvania
$327K +$327K +970 New
OWM
3696
Opes Wealth Management
California
$326K +$24.5K +70 +8%
VCP
3697
Vista Capital Partners
Oregon
$324K -$24.5K -70 -7%
PGIM
3698
Pacific Global Investment Management
California
$324K -$58.6K -167 -15%
BA
3699
Bellwether Advisors
Nebraska
$323K -$15.8K -45 -5%
BO
3700
Bank OZK
Arkansas
$323K -$9.11K -26 -3%