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 %
WB
4026
West Bancorporation
Iowa
$205K -$30.1K -86 -13%
WWA
4027
Wisconsin Wealth Advisors
Wisconsin
$205K +$205K +585 New
SRSA
4028
S.R. Schill & Associates
Washington
$205K +$205K +585 New
SIA
4029
Summit Investment Advisors
Maryland
$205K -$11.1K -32 -5%
TC
4030
Tacita Capital
Ontario, Canada
$205K
IFA
4031
Independence Financial Advisors
New Hampshire
$204K +$204K +583 New
AWMNY
4032
Arcadia Wealth Management (New York)
New York
$204K +$204K +582 New
BW
4033
Balance Wealth
Ohio
$204K +$204K +581 New
OFS
4034
Oldfather Financial Services
Nebraska
$204K -$94.3K -269 -32%
GPW
4035
Gray Private Wealth
Massachusetts
$203K -$26.3K -75 -11%
BWG
4036
Beta Wealth Group
California
$203K -$82.1K -234 -29%
TCM
4037
Tradewinds Capital Management
Washington
$202K +$350 +1 +0.2%
SWA
4038
ShankerValleau Wealth Advisors
Illinois
$202K +$202K +576 New
AA
4039
ACT Advisors
North Carolina
$201K +$201K +574 New
PS
4040
Pinney & Scofield
Massachusetts
$201K
MCM
4041
Marathon Capital Management
Maryland
$200K +$200K +571 New
CLA
4042
Carnegie Lake Advisors
New Jersey
$200K +$200K +570 New
WPA
4043
Wealth Preservation Advisors
Tennessee
$200K +$200K +570 New
T
4044
Tidemark
California
$197K
HFS
4045
Hopwood Financial Services
Virginia
$187K +$16.8K +48 +10%
FCG
4046
Financial Connections Group
California
$187K -$10.8K -31 -5%
IA
4047
IFS Advisors
Kansas
$185K
NECFA
4048
New England Capital Financial Advisors
Connecticut
$180K
BFP
4049
Briaud Financial Planning
Texas
$180K
BI
4050
Binnacle Investments
Iowa
$178K +$178K +509 New