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 %
GFWA
3976
Grey Fox Wealth Advisors
Delaware
$221K +$221K +629 New
TFG
3977
Taylor Financial Group
Virginia
$219K +$219K +626 New
CI
3978
Carroll Investors
South Carolina
$219K +$219K +626 New
DACG
3979
Donor Advised Charitable Giving
California
$219K +$219K +625 New
CC
3980
Commons Capital
Massachusetts
$219K +$219K +625 New
OAJ
3981
Ogorek Anthony Joseph
New York
$219K +$70.2K +201 +47%
DJYG
3982
David J. Yvars Group
Florida
$219K +$219K +624 New
CI
3983
CacheTech Inc
Utah
$218K -$4.91K -14 -2%
AWM
3984
Adams Wealth Management
Utah
$218K -$4.91K -14 -2%
KBFS
3985
Kohmann Bosshard Financial Services
Ohio
$218K
SWIM
3986
Smallwood Wealth Investment Management
New Jersey
$217K +$217K +620 New
SPAS
3987
Spectrum Planning & Advisory Services
California
$217K -$9.81K -28 -4%
SFC
3988
Summit Financial Consulting
Michigan
$217K +$217K +620 New
PIA
3989
Panoramic Investment Advisors
Colorado
$217K -$17.5K -50 -7%
BOSSRA
3990
B.O.S.S. Retirement Advisors
Utah
$217K -$10.2K -29 -4%
GSWA
3991
Good Steward Wealth Advisors
Tennessee
$217K +$217K +618 New
BWA
3992
Brave Warrior Advisors
New York
$217K +$217K +618 New
IWB
3993
Innovative Wealth Building
Maryland
$215K +$215K +614 New
SFO
3994
Standard Family Office
South Dakota
$214K -$161K -459 -43%
CFP
3995
Comprehensive Financial Planning
Pennsylvania
$214K
DCBT
3996
Dakota Community Bank & Trust
North Dakota
$214K
WFS
3997
Widmann Financial Services
Maryland
$214K +$214K +611 New
DC
3998
Defender Capital
North Carolina
$214K +$214K +620 New
SI
3999
Stonekeep Investments
New Mexico
$213K +$213K +608 New
WAM
4000
Wilsey Asset Management
California
$213K +$213K +607 New