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 %
LWM
926
Lyell Wealth Management
California
$17.1M +$123K +351 +0.7%
PCM
927
Parsons Capital Management
Rhode Island
$17.1M -$422K -1,203 -2%
PMG
928
ProVise Management Group
Florida
$17M -$773K -2,207 -4%
BG
929
BDF Gestion
France
$17M
KLWA
930
Kelly Lawrence W & Associates
California
$16.9M +$49.1K +140 +0.3%
RC
931
Roundview Capital
New Jersey
$16.9M +$1.05M +2,991 +7%
LNB
932
Ledyard National Bank
$16.9M -$191K -545 -1%
GWM
933
GDS Wealth Management
Texas
$16.8M +$929K +2,651 +6%
BMC
934
Benin Management Corp
Connecticut
$16.8M -$206K -587 -1%
GG
935
Greenwood Gearhart
Arkansas
$16.8M -$23.5K -67 -0.1%
MOS
936
MGO One Seven
Ohio
$16.8M -$5.1M -14,548 -23%
LIM
937
Leavell Investment Management
Alabama
$16.8M -$149K -425 -0.9%
IHL
938
Investment House LLC
California
$16.7M -$26.3K -75 -0.2%
VCM
939
Vision Capital Management
Oregon
$16.7M -$210K -598 -1%
TFA
940
Toth Financial Advisory
Virginia
$16.7M -$1.53M -4,359 -8%
OPCM
941
Osborne Partners Capital Management
California
$16.6M -$337K -961 -2%
BI
942
Berkeley Inc
Idaho
$16.6M -$198K -564 -1%
FAT
943
First American Trust
California
$16.6M +$810K +2,312 +5%
YC
944
Yarbrough Capital
Tennessee
$16.6M
GCM
945
Genus Capital Management
British Columbia, Canada
$16.5M +$16.5M +47,062 New
ROC
946
Running Oak Capital
Minnesota
$16.4M -$262K -748 -2%
DWA
947
Douglass Winthrop Advisors
New York
$16.4M +$223K +637 +1%
AUB
948
Atlantic Union Bankshares
Virginia
$16.4M -$408K -1,164 -2%
SW
949
Solidarity Wealth
Utah
$16.3M -$610K -1,740 -4%
OCM
950
One Capital Management
California
$16.3M -$5.26K -15 -0%