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 %
CWA
3801
Core Wealth Advisors
Florida
$281K +$281K +802 New
AMG
3802
Asset Management Group
Connecticut
$280K
LWMT
3803
Legacy Wealth Management (Tennessee)
Tennessee
$280K -$51.2K -146 -15%
SM
3804
Salzhauer Michael
$280K
KWM
3805
Kanen Wealth Management
Florida
$280K
TMWM
3806
Taylor & Morgan Wealth Management
Michigan
$280K +$350 +1 +0.1%
JF
3807
Joule Financial
Kentucky
$280K -$3.51K -10 -1%
MWM
3808
Massachusetts Wealth Management
Massachusetts
$280K
HC
3809
Headland Capital
South Carolina
$280K -$20.7K -59 -7%
FIM
3810
Fruth Investment Management
Texas
$279K
BCM
3811
Beck Capital Management
Texas
$279K +$12.3K +35 +5%
FNBTCON
3812
First National Bank & Trust Co of Newtown
Pennsylvania
$279K
HWMC
3813
Heritage Wealth Management (California)
California
$279K +$3.86K +11 +1%
SIA
3814
SGL Investment Advisors
Montana
$279K +$7.73K +22 +3%
HWP
3815
Heritage Wealth Partners
Ohio
$277K -$60.3K -172 -18%
JWS
3816
Juncture Wealth Strategies
Arizona
$277K
VNA
3817
Valley National Advisers
Pennsylvania
$276K +$15.4K +44 +6%
EW
3818
Enzi Wealth
Texas
$275K +$19.8K +59 +8%
WWM
3819
Wiser Wealth Management
Georgia
$275K +$24.2K +69 +10%
VWM
3820
Verus Wealth Management
Wisconsin
$274K
RFA
3821
Register Financial Advisors
Georgia
$274K +$1.4K +4 +0.5%
PSCM
3822
Per Stirling Capital Management
Texas
$274K +$350 +1 +0.1%
FCT
3823
First Community Trust
Iowa
$274K
EMAM
3824
Encompass More Asset Management
California
$274K -$19.3K -55 -7%
SEP
3825
Southland Equity Partners
Missouri
$273K +$36.8K +105 +16%