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 %
NCM
3951
NCM Capital Management
New Jersey
$230K +$230K +656 New
CFA
3952
Capstone Financial Advisors
Illinois
$229K -$76.3K -218 -25%
MTC
3953
Matrix Trust Company
Colorado
$229K +$50.1K +143 +28%
PFG
3954
Pinnacle Financial Group
Illinois
$229K -$10.2K -29 -4%
CA
3955
Cumberland Advisors
Florida
$228K +$3.51K +10 +2%
NC
3956
NewSquare Capital
Pennsylvania
$227K +$189K +538 +485%
PCA
3957
Providence Capital Advisors
North Carolina
$227K -$77.2K -220 -25%
PF
3958
Penney Financial
Texas
$226K
CW
3959
Code Waechter
Florida
$226K -$12.3K -35 -5%
CIA
3960
Cladis Investment Advisory
Montana
$226K -$35.1K -100 -13%
CIM
3961
Confluence Investment Management
Missouri
$226K +$226K +644 New
ACM
3962
Advance Capital Management
Michigan
$225K +$225K +642 New
DAM
3963
Doheny Asset Management
California
$225K +$225K +643 New
GSC
3964
G&S Capital
Colorado
$225K +$3.15K +9 +1%
CFG
3965
Cosner Financial Group
Colorado
$224K
UOTTAIMCU
3966
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$224K -$72.9K -208 -25%
PAG
3967
Poinciana Advisors Group
Florida
$223K +$223K +637 New
SAS
3968
Stelac Advisory Services
New York
$223K -$522K -1,488 -70%
PWM
3969
Provident Wealth Management
Tennessee
$222K
WCWM
3970
Wooster Corthell Wealth Management
Connecticut
$222K +$222K +633 New
LL
3971
LPWM LLC
Minnesota
$221K +$221K +632 New
CA
3972
Claris Advisors
Missouri
$221K +$221K +632 New
MWM
3973
Maltin Wealth Management
New Jersey
$221K +$221K +630 New
KA
3974
Kooman & Associates
Pennsylvania
$221K +$221K +630 New
PFA
3975
Pettinga Financial Advisors
Indiana
$221K +$221K +629 New