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 %
WP
3751
Wealthspan Partners
Iowa
$303K -$8.76K -25 -3%
API
3752
Asset Planning Inc
California
$302K +$350 +1 +0.1%
MPW
3753
Magnolia Private Wealth
Pennsylvania
$302K +$63.1K +180 +26%
RWMG
3754
Redwood Wealth Management Group
New Jersey
$302K +$1.4K +4 +0.5%
ACM
3755
Academy Capital Management
Texas
$301K +$10.9K +31 +4%
AAM
3756
AR Asset Management
California
$301K
NWMP
3757
Noble Wealth Management PBC
Colorado
$300K
NRI
3758
NFP Retirement Inc
California
$299K +$7.01K +20 +2%
APW
3759
Aurora Private Wealth
New Jersey
$297K -$111K -318 -27%
AIA
3760
Alternative Investment Advisors
Florida
$297K +$10.5K +30 +4%
FMP
3761
Financial Management Professionals
Texas
$296K +$3.86K +11 +1%
TFA
3762
Trinity Financial Advisors
Ohio
$296K +$16K +47 +6%
LFP
3763
Lakeshore Financial Planning
Michigan
$295K -$17.2K -49 -5%
WMWM
3764
Wilkins Miller Wealth Management
Alabama
$295K
TIM
3765
Total Investment Management
Arizona
$294K -$1.4K -4 -0.5%
EF
3766
Exeter Financial
Arizona
$294K
IF
3767
Ironwood Financial
Arizona
$293K
FWM
3768
FSA Wealth Management
Massachusetts
$293K +$1.75K +5 +0.6%
WMWM
3769
Whitaker-Myers Wealth Managers
Ohio
$292K -$230K -658 -44%
SM
3770
Sensible Money
Arizona
$292K +$26.6K +76 +10%
CCM
3771
Collar Capital Management
Wisconsin
$292K
TCMP
3772
Thrive Capital Management (Pennsylvania)
Pennsylvania
$292K +$292K +832 New
VCAM
3773
Van Cleef Asset Management
Ohio
$292K -$7.01K -20 -2%
BW
3774
BXM Wealth
Colorado
$291K +$10.5K +30 +4%
MAM
3775
Meeder Asset Management
Ohio
$291K +$151K +431 +108%