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 %
CKAIS
3901
Christensen King & Associates Investment Services
Washington
$244K
AWM
3902
AAF Wealth Management
Massachusetts
$244K +$244K +696 New
PI
3903
Parkside Investments
Illinois
$243K +$350 +1 +0.1%
CA
3904
Carson Advisory
Georgia
$242K +$242K +691 New
AWM
3905
Altus Wealth Management
Kentucky
$242K
MAG
3906
Mayfair Advisory Group
Alabama
$242K -$7.71K -22 -3%
JA
3907
JVL Associates
Michigan
$242K -$69.4K -198 -22%
HIM
3908
Hanlon Investment Management
New Jersey
$241K -$145K -415 -38%
HTWM
3909
Hartmann Taylor Wealth Management
Texas
$241K +$241K +689 New
WA
3910
Wealthstar Advisors
Texas
$241K +$241K +689 New
BWIA
3911
Bryant Woods Investment Advisors
New York
$241K -$5.26K -15 -2%
RA
3912
Riverstone Advisors
Texas
$241K
2L
3913
25 LLC
Missouri
$241K +$14K +40 +6%
RIM
3914
Reliant Investment Management
Tennessee
$241K
RW
3915
REDW Wealth
New Mexico
$241K
AWM
3916
Activest Wealth Management
Florida
$241K +$91.1K +260 +61%
CWM
3917
CCG Wealth Management
California
$240K +$240K +686 New
CISOA
3918
Capital Investment Services of America
Wisconsin
$240K -$22.8K -65 -9%
WCM
3919
Warburton Capital Management
Oklahoma
$240K +$240K +685 New
CP
3920
Creekside Partners
California
$240K
NCM
3921
Next Capital Management
New York
$240K -$391K -1,115 -62%
SCB
3922
Saudi Central Bank
Saudi Arabia
$238K +$238K +680 New
T
3923
Tableaux
Massachusetts
$238K
FA
3924
Financial Avengers
California
$238K +$350 +1 +0.1%
CYG
3925
Clean Yield Group
Vermont
$238K