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 %
DFA
4126
DHJJ Financial Advisors
Illinois
$75.5K
PG
4127
Proffitt & Goodson
Tennessee
$72.5K
CJL
4128
Cyrus J. Lawrence
New York
$70K -$77.7K -222 -53%
VWA
4129
VSM Wealth Advisory
Maryland
$69.7K
TTIC
4130
Tower Trust & Investment Company
Iowa
$67.7K +$67.7K +196 New
DCM
4131
Disciplina Capital Management
Tennessee
$61.5K -$76.3K -217 -55%
BGA
4132
Battery Global Advisors
Massachusetts
$61.1K
BGC
4133
Beutel, Goodman & Co
Ontario, Canada
$60K +$60K +173 New
EAM
4134
Eukles Asset Management
Ohio
$59.6K
HC
4135
Hurley Capital
New York
$59.2K
NWM
4136
Navigoe Wealth Management
California
$59K
CMA
4137
Cedar Mountain Advisors
Oregon
$58.5K +$13K +37 +28%
JFG
4138
JDM Financial Group
Texas
$58.1K
GXJ
4139
Global X Japan
Japan
$56.1K +$56.1K +160 New
OBWP
4140
O'Brien Wealth Partners
Massachusetts
$54.3K +$54.3K +155 New
VWWMG
4141
Vermillion & White Wealth Management Group
Pennsylvania
$53.5K
ATC
4142
Advantage Trust Company
Kansas
$52.6K
AFS
4143
Anderson Financial Strategies
Ohio
$52.6K +$52.6K +150 New
WFA
4144
West Financial Advisors
Iowa
$50.8K
CIR
4145
Clear Investment Research
Georgia
$50.6K -$1.76K -5 -3%
MDCM
4146
Morgan Dempsey Capital Management
Wisconsin
$49.1K -$7.01K -20 -13%
HFS
4147
Horizon Financial Services
North Carolina
$48.5K -$351 -1 -0.7%
SC
4148
Stephens Consulting
Michigan
$48K -$97.1K -277 -67%
LAMC
4149
Longview Asset Management (California)
California
$47.7K
CFS
4150
CGC Financial Services
Oregon
$47.7K +$350 +1 +0.7%