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 %
CFO
3726
Custos Family Office
Texas
$315K +$2.45K +7 +0.8%
DI
3727
DDFG Inc
California
$314K
SF
3728
Symphony Financial
Texas
$314K -$3.33M -10,107 -91%
JLBC
3729
J.L. Bainbridge & Co
Florida
$314K +$350 +1 +0.1%
LC
3730
Lavaca Capital
Texas
$313K -$48.7K -139 -13%
WF
3731
WinCap Financial
Massachusetts
$312K +$3.16K +9 +1%
RWM
3732
Rialto Wealth Management
New York
$312K +$17.9K +51 +6%
CW
3733
Curio Wealth
Maryland
$312K -$154M -985 -100%
EA
3734
Eclectic Associates
California
$312K -$701 -2 -0.2%
EFG
3735
Ehrlich Financial Group
California
$312K -$22.1K -63 -7%
GWMIA
3736
Global Wealth Management Investment Advisory
Florida
$311K
EAM
3737
Everstar Asset Management
North Carolina
$311K +$21.4K +61 +7%
TCTWM
3738
Three Cord True Wealth Management
Pennsylvania
$310K +$14K +40 +5%
MP
3739
McDonald Partners
Ohio
$309K
IF
3740
IRON Financial
Illinois
$309K
PRRFG
3741
Paul R. Ried Financial Group
Washington
$307K +$3.15K +9 +1%
AWM
3742
Apex Wealth Management
New Hampshire
$306K +$5.61K +16 +2%
USB
3743
Union Savings Bank
Connecticut
$306K
LSA
3744
L & S Advisors
California
$306K -$5.48M -15,641 -95%
AF
3745
Affiance Financial
Minnesota
$305K -$21K -60 -6%
PFG
3746
Prospect Financial Group
Virginia
$305K +$18.6K +53 +6%
AWM
3747
AllSquare Wealth Management
New York
$305K +$72.5K +207 +31%
AWM
3748
Abound Wealth Management
Tennessee
$304K -$27.7K -79 -8%
OGF
3749
Orin Green Financial
California
$304K +$304K +949 New
WWP
3750
Wise Wealth Partners
Arizona
$304K +$351 +1 +0.1%