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 %
CWM
4151
CarsonAllaria Wealth Management
Illinois
$47.2K
GWSA
4152
Global Wealth Strategies & Associates
Colorado
$45.2K -$35K -100 -44%
CFG
4153
CKW Financial Group
Hawaii
$43K
MHIP
4154
Mountain Hill Investment Partners
New Jersey
$42.1K -$10.5K -30 -20%
TWD
4155
True Wealth Design
Ohio
$41.3K +$24.8K +71 +151%
EIM
4156
Essex Investment Management
Massachusetts
$41K
NA
4157
Nordwand Advisors
Pennsylvania
$40.3K
AAG
4158
Accordant Advisory Group
Maryland
$39.6K
OSNBOA
4159
Old Second National Bank of Aurora
Illinois
$39.3K
CWM
4160
Consultiva Wealth Management
Puerto Rico
$38.5K
1NWS
4161
1 North Wealth Services
Maryland
$38.3K +$38.3K +109 New
CPA
4162
Compass Planning Associates
Massachusetts
$36K
PP
4163
PFS Partners
New Jersey
$34.3K
WCM
4164
WealthTrak Capital Management
Virginia
$31.5K +$14.4K +41 +84%
GIS
4165
Grayhawk Investment Strategies
Alberta, Canada
$30.5K
ACM
4166
Anfield Capital Management
California
$29.4K
BCPWM
4167
Bradley & Co Private Wealth Management
Florida
$29.4K
MDA
4168
Minot DeBlois Advisors
Massachusetts
$27.1K -$47.5K -135 -64%
VBA
4169
von Borstel & Associates
Oregon
$27K +$27K +79 New
MSWA
4170
Marshall & Sterling Wealth Advisors
New York
$27K +$27K +77 New
MTIM
4171
Marathon Trading Investment Management
Pennsylvania
$27K +$27K +77 New
PA
4172
Pineridge Advisors
Missouri
$26.7K -$98.6K -281 -79%
FG
4173
Fairman Group
Pennsylvania
$26.5K
PAM
4174
Parvin Asset Management
South Dakota
$26.3K +$17.5K +50 +200%
KGP
4175
Keystone Global Partners
Colorado
$25.9K +$25.9K +74 New