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 %
MWM
4051
MorganRosel Wealth Management
Colorado
$177K +$177K +504 New
MCI
4052
MRP Capital Investments
Georgia
$175K
IWM
4053
IMG Wealth Management
Florida
$165K
TLA
4054
Tanglewood Legacy Advisors
Texas
$165K -$2.8K -8 -2%
FGAM
4055
Financial Gravity Asset Management
Texas
$164K +$164K +467 New
HWM
4056
HighMark Wealth Management
Minnesota
$163K
RDFA
4057
Ritter Daniher Financial Advisory
Ohio
$163K
HC
4058
Hara Capital
Washington
$161K -$187K -535 -54%
SI
4059
Sava Infond
Slovenia
$161K +$161K +460 New
CTWM
4060
Cherry Tree Wealth Management
Minnesota
$161K +$10.2K +29 +7%
HNW
4061
High Note Wealth
Minnesota
$156K
IWP
4062
IAG Wealth Partners
Wisconsin
$154K
PWMG
4063
Private Wealth Management Group
New Jersey
$151K -$1.05K -3 -0.7%
AW
4064
Avion Wealth
Texas
$151K
HHGA
4065
Halbert Hargrove Global Advisors
California
$149K -$3.15K -9 -2%
S
4066
Sachetta
Massachusetts
$147K -$1.75K -5 -1%
T
4067
Transce3nd
Texas
$147K -$51.9K -148 -26%
ACA
4068
American Capital Advisory
Idaho
$147K +$6.66K +19 +5%
CMP
4069
Coston McIsaac & Partners
Maine
$146K
LWA
4070
Lowe Wealth Advisors
Maryland
$142K
KWM
4071
Kiker Wealth Management
Georgia
$142K +$142K +404 New
RTL
4072
Red Tortoise LLC
Georgia
$141K
HB
4073
Horizon Bancorp
Indiana
$140K
EA
4074
Evolution Advisers
Virginia
$133K
BHWM
4075
Bay Harbor Wealth Management
Maryland
$129K -$49.1K -140 -28%