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 %
LFS
3776
Legacy Financial Strategies
Kansas
$291K -$57.4K -164 -16%
VWM
3777
Vermillion Wealth Management
Minnesota
$291K
HAS
3778
Holland Advisory Services
Florida
$289K
WWM
3779
Waterway Wealth Management
Texas
$289K +$31.9K +91 +12%
MWPCG
3780
Measured Wealth Private Client Group
New Hampshire
$289K -$136K -388 -32%
MFA
3781
Morling Financial Advisors
California
$288K +$288K +823 New
XPN
3782
XY Planning Network
Montana
$287K -$22.8K -65 -7%
MCM
3783
M1 Capital Management
Michigan
$287K -$19.6K -56 -6%
GFA
3784
Gallagher Fiduciary Advisors
Illinois
$287K +$1.75K +5 +0.6%
SWM
3785
Silverlake Wealth Management
Vermont
$286K +$26.3K +75 +10%
SPP
3786
Single Point Partners
Massachusetts
$286K +$55.7K +159 +24%
THCM
3787
Taylor Hoffman Capital Management
Virginia
$286K
TW
3788
Towerpoint Wealth
California
$286K -$36.4K -104 -11%
HFS
3789
Hoge Financial Services
Pennsylvania
$285K +$30.8K +88 +12%
BWMG
3790
Barnes Wealth Management Group
California
$285K -$23.5K -67 -8%
FDDB
3791
Fidelity D&D Bancorp
Pennsylvania
$285K
DW
3792
Durante & Waters
New York
$285K
WIM
3793
Westside Investment Management
California
$284K
SCA
3794
Sulzberger Capital Advisors
Florida
$284K +$13.3K +38 +5%
SIC
3795
SFE Investment Counsel
California
$284K +$48.7K +139 +21%
SA
3796
Skyline Advisors
Washington
$283K -$9.11K -26 -3%
AIP
3797
Almanack Investment Partners
Pennsylvania
$283K -$196K -559 -41%
SF
3798
Seros Financial
Arizona
$281K -$24.5K -70 -8%
PWM
3799
Partners Wealth Management
California
$281K +$16.1K +46 +6%
ODFS
3800
O'Donnell Financial Services
California
$281K +$19.3K +55 +7%