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 %
IHWM
4101
Iron Horse Wealth Management
Iowa
$101K +$5.96K +17 +6%
CIAS
4102
CBIZ Investment Advisory Services
Ohio
$99.2K +$61K +174 +160%
HFS
4103
Hughes Financial Services
Virginia
$99.2K +$99.2K +286 New
FFA
4104
Frazier Financial Advisors
Ohio
$98.3K -$9.1K -26 -8%
HH
4105
HWG Holdings
Texas
$98.1K +$98.1K +280 New
1IA
4106
1620 Investment Advisors
Massachusetts
$96.7K -$4.21K -12 -4%
PP
4107
Pingora Partners
Wyoming
$96.4K
CSC
4108
Cove Street Capital
California
$96.4K
APW
4109
Atlantic Private Wealth
North Carolina
$87.6K
MIM
4110
Meridiem Investment Management
United Kingdom
$87.6K -$28K -80 -24%
FUBT
4111
First United Bank & Trust
Maryland
$86.6K +$1.4K +4 +2%
FWP
4112
Fiduciary Wealth Partners
Massachusetts
$85.2K +$85.2K +243 New
HWP
4113
Highline Wealth Partners
California
$84.7K +$21.3K +61 +34%
KPP
4114
Kings Path Partners
Texas
$84.1K
T2I
4115
Turim 21 Investimentos
Brazil
$84.1K
TF
4116
Tompkins Financial
New York
$83.4K +$13.7K +39 +20%
SCA
4117
Stuart Chaussee & Associates
California
$82.7K -$76.1K -217 -48%
BFS
4118
Burkett Financial Services
South Carolina
$82.6K +$350 +1 +0.4%
AP
4119
Aspect Partners
Virginia
$82.5K +$702 +2 +0.9%
RPA
4120
Redwood Park Advisors
California
$81.9K -$53.9K -154 -40%
1L
4121
10Elms LLP
Oklahoma
$80.6K
LAM
4122
Lummis Asset Management
Texas
$79.6K
SIS
4123
Strategic Investment Solutions
Illinois
$77.7K -$351K -1,003 -82%
RI
4124
Ridgewood Investments
New Jersey
$77.5K +$13.3K +38 +21%
KFP
4125
Keener Financial Planning
Texas
$77K -$33.3K -95 -30%