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 %
SCM
4326
Sterneck Capital Management
Missouri
-$248K -785 Closed
AW
4327
Apricus Wealth
South Carolina
-$247K -781 Closed
GWWM
4328
Great Waters Wealth Management
Minnesota
-$245K -775 Closed
WAG
4329
Wheelhouse Advisory Group
Missouri
-$242K -766 Closed
BAG
4330
Bridgewealth Advisory Group
California
-$271K -761 Closed
HGA
4331
Hobbs Group Advisors
South Carolina
-$241K -761 Closed
WAS
4332
Wealth Advisory Solutions
Indiana
-$238K -753 Closed
WWA
4333
Wingate Wealth Advisors
Massachusetts
-$237K -750 Closed
IPW
4334
Invictus Private Wealth
Colorado
-$232K -733 Closed
CC
4335
Corton Capital
Ontario, Canada
-$229K -725 Closed
BAM
4336
Brave Asset Management
New Jersey
-$228K -721 Closed
PIA
4337
Prakash Investment Advisors
Massachusetts
-$221K -700 Closed
FA
4338
FSA Advisors
Michigan
-$214K -681 Closed
IDA
4339
Intelligence Driven Advisers
California
-$213K -675 Closed
CCA
4340
Clearwater Capital Advisors
Illinois
-$211K -668 Closed
EFP
4341
Elser Financial Planning
Indiana
-$209K -661 Closed
CMS
4342
Capital Market Strategies
Florida
-$209K -660 Closed
MB
4343
Mizuho Bank
Japan
-$209K -660 Closed
TLFA
4344
True Link Financial Advisors
California
-$208K -659 Closed
EA
4345
Ergawealth Advisors
Illinois
-$208K -657 Closed
BMD
4346
Better Money Decisions
New Mexico
-$207K -656 Closed
CC
4347
Climber Capital
Switzerland
-$207K -655 Closed
HI
4348
Human Investing
Oregon
-$154K -487 Closed
FWM
4349
FLP Wealth Management
Arkansas
-$104K -328 Closed
CJ
4350
Caitlin John
Michigan
-$95.7K -303 Closed