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 %
WCG
3701
Weaver Consulting Group
California
$323K +$58.2K +166 +22%
JWWM
3702
Johnson & White Wealth Management
Pennsylvania
$323K
HFA
3703
Highland Financial Advisors
New Jersey
$323K -$251K -715 -44%
ACM
3704
Ardent Capital Management
Ohio
$321K
VWM
3705
VCI Wealth Management
Missouri
$321K +$321K +917 New
EM
3706
ELCO Management
New York
$320K -$10.5K -30 -3%
AEPWM
3707
Atlantic Edge Private Wealth Management
Florida
$320K +$17.2K +49 +6%
CA
3708
CapWealth Advisors
Tennessee
$320K -$9.81K -28 -3%
OHIS
3709
Oak Harvest Investment Services
Texas
$319K -$38.6K -110 -11%
MPM
3710
Meritage Portfolio Management
Kansas
$319K -$20.7K -59 -6%
FDW
3711
Fourth Dimension Wealth
Ohio
$319K
KFS
3712
Keynote Financial Services
Connecticut
$318K
VCWA
3713
Vanguard Capital Wealth Advisors
Colorado
$318K -$16.8K -48 -5%
BBWA
3714
Bell & Brown Wealth Advisors
California
$318K +$18.6K +53 +6%
FFP
3715
Forbes Financial Planning
Rhode Island
$317K
GIM
3716
Guardian Investment Management
California
$317K -$104K -2,300 -25%
PWM
3717
Power Wealth Management
Georgia
$316K -$11.6K -33 -4%
HFS
3718
Heritage Financial Services
Massachusetts
$316K +$34.3K +98 +12%
HCWM
3719
Hidden Cove Wealth Management
Washington
$316K +$68.7K +196 +28%
FF
3720
Francis Financial
$316K -$244K -695 -44%
GC
3721
Grange Capital
Oregon
$315K
SC
3722
Schulhoff & Co
Ohio
$315K
GB
3723
Goepper Burkhardt
South Carolina
$315K +$17.5K +50 +6%
AA
3724
Acorns Advisers
California
$315K -$7.37K -21 -2%
Betterment LLC
3725
Betterment LLC
New York
$315K +$23.9K +68 +8%