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 %
RCWMU
851
Rothschild & Co Wealth Management (UK)
United Kingdom
$20.5M +$972K +2,773 +5%
NIG
852
NFJ Investment Group
Texas
$20.5M +$8.47M +24,158 +71%
KIA
853
Knollwood Investment Advisory
Maryland
$20.3M
TCM
854
Telos Capital Management
California
$20.3M -$1.53M -4,360 -7%
PR
855
Payden & Rygel
California
$20.2M +$1.05M +3,000 +5%
CC
856
Criteria Caixa
Spain
$20.2M
MGWM
857
Marks Group Wealth Management
Minnesota
$20M -$542K -1,546 -3%
MC
858
Montag & Caldwell
Georgia
$19.9M -$790K -2,255 -4%
TA
859
TruWealth Advisors
Louisiana
$19.9M +$408K +1,164 +2%
TC
860
Tenere Capital
New York
$19.9M -$8.48M -24,208 -30%
SFI
861
Siemens Fonds Invest
Germany
$19.9M +$974K +2,779 +5%
RMSCM
862
R.M. Sincerbeaux Capital Management
New York
$19.9M
CIA
863
Covington Investment Advisors
Pennsylvania
$19.9M +$127K +363 +0.6%
TSS
864
Thomas Story & Son
Indiana
$19.7M +$182K +520 +0.9%
FNFDCM
865
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.7M -$265K -757 -1%
AIM
866
Arcadia Investment Management
Michigan
$19.6M -$477K -1,362 -2%
SSWM
867
Sheets Smith Wealth Management
North Carolina
$19.6M -$191K -546 -1%
PWP
868
Perfromance Wealth Partners
Illinois
$19.5M +$101K +287 +0.5%
BSI
869
Bennett Selby Investments
Maine
$19.5M +$334K +953 +2%
HPG
870
Harvest Portfolios Group
Ontario, Canada
$19.5M -$2.73M -7,804 -12%
RSVP
871
Ramsay Stattman Vela & Price
Colorado
$19.5M +$1.4K +4 +0%
AWM
872
Axxcess Wealth Management
California
$19.4M +$82K +234 +0.4%
PAS
873
Professional Advisory Services
Florida
$19.3M +$1.08M +3,090 +6%
TF
874
Threadgill Financial
Texas
$19.3M +$50.1K +143 +0.3%
NMIMC
875
Northwestern Mutual Investment Management Company
Wisconsin
$19.2M -$20.3K -58 -0.1%