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 %
WFP
4001
Wrenne Financial Planning
Kentucky
$212K +$212K +605 New
BWP
4002
Bernardo Wealth Planning
Pennsylvania
$212K +$212K +605 New
VFP
4003
Verus Financial Partners
Virginia
$212K +$212K +631 New
CFG
4004
Clayton Financial Group
Missouri
$211K -$22.8K -65 -10%
SSCM
4005
Spectrum Strategic Capital Management
Oregon
$211K +$211K +602 New
WIP
4006
WealthCare Investment Partners
Rhode Island
$211K +$320 +1 +0.2%
RWA
4007
Rooted Wealth Advisors
Illinois
$210K +$210K +672 New
RCM
4008
Requisite Capital Management
Texas
$210K -$605K -1,727 -74%
FCMT
4009
Founders Capital Management (Texas)
Texas
$210K -$6.66K -19 -3%
MF
4010
Meridian Financial
Massachusetts
$210K +$210K +600 New
AWC
4011
Adamsbrown Wealth Consultants
Kansas
$210K +$210K +600 New
AOG
4012
Alpha Omega Group
Virginia
$210K +$210K +598 New
SIM
4013
Synergy Investment Management
Florida
$209K +$10.5K +30 +5%
BC
4014
Barrett & Company
Rhode Island
$209K
LFA
4015
Lauterbach Financial Advisors
Texas
$209K -$37.1K -106 -15%
CS
4016
Capital Square
Tennessee
$208K -$21.7K -62 -9%
EI
4017
eCIO Inc
Wisconsin
$207K +$207K +592 New
SWP
4018
ShoreHaven Wealth Partners
New Jersey
$207K +$207K +591 New
TA
4019
Teramo Advisors
Florida
$207K +$207K +591 New
EC
4020
Eaton-Cambridge
Arizona
$207K +$207K +590 New
WCM
4021
Wealthcare Capital Management
Virginia
$207K +$207K +590 New
KCM
4022
Kendall Capital Management
Maryland
$206K -$21K -60 -9%
SP
4023
Symmetry Partners
Connecticut
$206K -$86.5K -247 -30%
WAG
4024
Wiser Advisor Group
Arizona
$206K +$350 +1 +0.2%
SWAG
4025
Spectrum Wealth Advisory Group
California
$205K +$205K +586 New