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 %
SFG
3826
Synergy Financial Group
California
$273K +$14K +40 +5%
STB
3827
S&T Bank
Pennsylvania
$273K +$5.26K +15 +2%
AAIM
3828
Asset Advisors Investment Management
Georgia
$272K
RFM
3829
Royal Fund Management
Florida
$272K -$414K -1,180 -60%
CNC
3830
Citizens & Northern Corp
Pennsylvania
$272K +$4.21K +12 +2%
BA
3831
Ballew Advisors
Mississippi
$271K
TIM
3832
Tortoise Investment Management
New York
$271K -$114K -326 -30%
MWM
3833
Marion Wealth Management
Pennsylvania
$271K +$35.4K +101 +15%
IW
3834
Instrumental Wealth
Florida
$270K +$13.1K +39 +5%
EARNEST Partners
3835
EARNEST Partners
Georgia
$270K
FS
3836
Financial Symmetry
North Carolina
$270K +$15.1K +43 +6%
DWA
3837
Delap Wealth Advisory
Oregon
$270K -$92.9K -265 -26%
WRM
3838
Weybosset Research & Management
Rhode Island
$270K -$105K -300 -28%
SH
3839
SLT Holdings
Arizona
$268K +$35K +100 +15%
KL
3840
KWMG LLC
Kansas
$268K +$13K +37 +5%
CCP
3841
Clarity Capital Partners
California
$267K +$32.9K +94 +14%
SWMG
3842
Signature Wealth Management Group
Georgia
$267K +$28.4K +81 +12%
SNBOSCI
3843
Security National Bank of Sioux City Iowa
Iowa
$267K -$26.3K -75 -9%
NJBEST
3844
New Jersey Better Educational Savings Trust
New Jersey
$266K
KNFPWM
3845
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$265K
LSA
3846
Lansing Street Advisors
Pennsylvania
$265K +$13K +37 +5%
WQ
3847
Wealth Quarterback
New Jersey
$264K +$351 +1 +0.1%
PWP
3848
Pursue Wealth Partners
California
$264K -$57.8K -165 -18%
FPGK
3849
Financial Partners Group (Kansas)
Kansas
$264K +$13K +37 +5%
TFO
3850
Tarbox Family Office
California
$264K -$4.21K -12 -2%