4,222 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, 1,629 increasing their positions, 1,904 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,222
Holders Change
-6
Holders Change %
-0.14%
% 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
9.27%
New
219
Increased
1,629
Reduced
1,904
Closed
145
Calls
$5.19B
Puts
$6.61B
Net Calls
-$1.42B
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
451
Kestra Advisory Services
Texas
$68.7M -$2.92M -8,318 -4%
AAM
452
Aureus Asset Management
Massachusetts
$68.4M -$402K -1,148 -0.6%
AAS
453
Avantax Advisory Services
Texas
$68.3M +$451K +1,288 +0.7%
CDDEC
454
Caisse Des Depots Et Consignations
France
$68.2M -$783K -2,234 -1%
TPSF
455
Texas Permanent School Fund
Texas
$68M +$68M +196,793 New
HWM
456
HB Wealth Management
Georgia
$67.6M +$34M +97,144 +101%
IC
457
IEQ Capital
California
$67.6M +$4.83M +13,777 +8%
HFS
458
Hantz Financial Services
Michigan
$67.4M -$1.2M -3,419 -2%
CGH
459
Crossmark Global Holdings
Texas
$66.7M +$6.48M +18,479 +11%
AI
460
Atria Investments
North Carolina
$66.6M -$3.15M -8,978 -5%
ZIC
461
ZWJ Investment Counsel
Georgia
$65.7M -$1.05M -3,005 -2%
SBH
462
Segall Bryant & Hamill
Illinois
$65.3M -$7.7M -21,965 -11%
MJRIC
463
Mogy Joel R Investment Counsel
California
$65M -$45.9K -131 -0.1%
MAMU
464
Marathon Asset Management (UK)
United Kingdom
$64.8M -$9.41M -26,865 -13%
CWM
465
Congress Wealth Management
Massachusetts
$64.8M +$10.1M +28,886 +18%
Wealthfront Advisers
466
Wealthfront Advisers
California
$64.5M +$7.16M +20,444 +12%
PA
467
Pinnacle Associates
New York
$64.4M -$6.51M -18,587 -9%
PCM
468
Peregrine Capital Management
Minnesota
$64.2M -$2.36M -6,725 -4%
AAS
469
Annex Advisory Services
Wisconsin
$64.1M +$1.75M +4,991 +3%
DF
470
DNCA Finance
France
$64.1M -$5.85M -16,683 -8%
SCM
471
Sterling Capital Management
North Carolina
$63.8M -$3.41M -9,716 -5%
KPWS
472
Kestra Private Wealth Services
Texas
$63.6M +$1.92M +5,467 +3%
OC
473
Oppenheimer & Co
New York
$63.3M +$1.28M +3,666 +2%
CIS
474
Capital International Sarl
California
$63.2M +$5.99M +17,101 +10%
AC
475
Alfreton Capital
United Kingdom
$63.1M