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Visa
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.91B
2
BlackRock
BlackRock
New York
+$2.45B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$598M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$594M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$589M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$924M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$917M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$836M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$621M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$575M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
826
BLB&B Advisors
Pennsylvania
$22M -$1.17M -3,337 -5%
TBA
827
Tower Bridge Advisors
Pennsylvania
$21.9M -$820K -2,341 -4%
PS
828
Principal Securities
Iowa
$21.9M +$98K +310 +0.4%
SSA
829
South Street Advisors
New York
$21.9M -$2.36M -6,740 -10%
SWM
830
Spire Wealth Management
Virginia
$21.8M +$1.5M +4,292 +7%
HH
831
Hilltop Holdings
Texas
$21.8M -$1.62M -4,613 -7%
WS
832
Wedbush Securities
California
$21.7M -$136K -388 -0.6%
EIA
833
Edgemoor Investment Advisors
Maryland
$21.7M +$461K +1,315 +2%
WAM
834
Weiss Asset Management
Massachusetts
$21.7M +$18.9M +53,808 +673%
VFA
835
Valeo Financial Advisors
Indiana
$21.6M +$8.13M +36,728 +60%
CA
836
Clearstead Advisors
Ohio
$21.6M -$1.01M -2,877 -4%
RWM
837
Ritholtz Wealth Management
New York
$21.5M +$1.04M +2,957 +5%
BFS
838
Bradley Foster & Sargent
Connecticut
$21.4M -$152K -434 -0.7%
SCA
839
Stillwater Capital Advisors
Pennsylvania
$21.4M -$126K -359 -0.6%
FFP
840
FourThought Financial Partners
Florida
$21.3M -$997K -2,846 -4%
AG
841
Ascent Group
Virginia
$21.2M +$6.55M +18,701 +45%
KWM
842
Kingsview Wealth Management
Oregon
$21.1M -$30.8M -87,928 -59%
FIA
843
Foundations Investment Advisors
Arizona
$21M +$807K +2,302 +4%
CI
844
CX Institutional
Indiana
$21M +$2.74M +7,821 +15%
AC
845
Allstate Corporation
Illinois
$20.9M +$3.53M +10,075 +20%
ASN
846
Advisory Services Network
Georgia
$20.9M -$1.47M -4,206 -7%
MFG
847
Merit Financial Group
Georgia
$20.7M +$2.42M +6,909 +13%
LGWM
848
Litman Gregory Wealth Management
California
$20.6M -$163K -466 -0.8%
RSS
849
Rosenblum Silverman Sutton
California
$20.5M -$451K -1,286 -2%
CCM
850
Coldstream Capital Management
Washington
$20.5M -$116K -330 -0.6%
32 33
34
35 36