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 %
MCM
3851
MontVue Capital Management
Virginia
$263K
MIHAS
3852
Maj Invest Holding A/S
Denmark
$263K
VW
3853
Veridan Wealth
Oregon
$263K -$4.91K -14 -2%
TA
3854
TrueWealth Advisors
Alabama
$263K -$17.2K -49 -6%
CI
3855
Corient IA
Florida
$263K +$263K +750 New
CCA
3856
Cadent Capital Advisors
Oklahoma
$263K -$1.4K -4 -0.5%
MA
3857
MAS Advisors
Florida
$262K
VCWM
3858
Vista Cima Wealth Management
Arizona
$262K +$28.7K +82 +12%
EWM
3859
Edge Wealth Management
New York
$261K
LGW
3860
Leslie Global Wealth
Illinois
$261K +$18.2K +52 +8%
LWM
3861
Laidlaw Wealth Management
New York
$260K -$843K -2,405 -76%
PCMF
3862
Private Capital Management (Florida)
Florida
$260K -$2.1K -6 -0.8%
EMFAT
3863
Emerald Mutual Fund Advisers Trust
Pennsylvania
$259K -$30.1K -86 -10%
CFP
3864
Curran Financial Partners
South Carolina
$258K +$350 +1 +0.1%
V
3865
ViaWealth
Kansas
$258K -$9.46K -27 -4%
SL
3866
Salomon & Ludwin
Virginia
$258K -$16.8K -48 -6%
YAM
3867
Yacktman Asset Management
Texas
$257K
RAM
3868
Roanoke Asset Management
New Jersey
$256K
LFS
3869
Lutz Financial Services
Nebraska
$256K +$7.01K +20 +3%
DFA
3870
DHK Financial Advisors
New Hampshire
$255K
PWM
3871
Prosperity Wealth Management
California
$255K
VR
3872
Valued Retirements
Texas
$255K +$10.5K +30 +4%
DFG
3873
Dynamic Financial Group
Iowa
$255K
WBG
3874
Wharton Business Group
Pennsylvania
$254K
TFGT
3875
TS Financial Group (TSFG)
Illinois
$253K -$11.2K -32 -4%