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 %
POIA
3876
Pin Oak Investment Advisors
Texas
$253K
HCP
3877
Hardin Capital Partners
South Carolina
$252K
LAM
3878
Lakewood Asset Management
Illinois
$250K +$351 +1 +0.1%
DF
3879
Define Financial
California
$249K +$333 +1 +0.1%
ADMI
3880
Albert D. Mason Inc
Massachusetts
$249K -$3.51K -10 -1%
OPWM
3881
Oxinas Partners Wealth Management
Indiana
$247K +$247K +706 New
BGAI
3882
Bruce G. Allen Investments
Colorado
$247K -$31.5K -90 -11%
AWM
3883
Austin Wealth Management
Texas
$247K +$4.03K +12 +2%
HI
3884
Humankind Investments
New York
$247K -$27K -77 -10%
RWP
3885
Ridgecrest Wealth Partners
California
$247K
PI
3886
Pachira Investments
California
$247K +$8.23K +24 +3%
RSA
3887
River Street Advisors
Illinois
$246K +$246K +703 New
HCM
3888
HMS Capital Management
Tennessee
$246K
FPW
3889
Fairvoy Private Wealth
Alabama
$246K -$25.9K -74 -10%
MLA
3890
MB, Levis & Associates
Pennsylvania
$245K
BWM
3891
Bosman Wealth Management
California
$245K -$701 -2 -0.3%
VFG
3892
V2 Financial group
Illinois
$245K
HP
3893
Highlander Partners
Texas
$245K
BAM
3894
BOCHK Asset Management
Hong Kong
$245K
PGA
3895
Portland Global Advisors
Maine
$245K +$7.01K +20 +3%
MIM
3896
Marshall Investment Management
Colorado
$245K -$13.3K -38 -5%
SSA
3897
Sierra Summit Advisors
Nevada
$244K -$96.4K -275 -28%
BSTWA
3898
Blake Schutter Theil Wealth Advisors
Ohio
$244K -$20K -57 -8%
CAM
3899
Councilmark Asset Management
Tennessee
$244K
BWM
3900
BKM Wealth Management
Wisconsin
$244K -$77.5K -221 -24%