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 %
CC
1026
Courier Capital
New York
$13.9M +$229K +652 +2%
LBC
1027
Lowe Brockenbrough & Co
Virginia
$13.9M -$38.2K -109 -0.3%
BIC
1028
Beach Investment Counsel
Pennsylvania
$13.9M -$342K -975 -2%
TFS
1029
Thoroughbred Financial Services
Tennessee
$13.9M +$98.1K +280 +0.7%
SPC
1030
Sigma Planning Corp
Michigan
$13.8M +$183K +522 +1%
SFS
1031
Sowell Financial Services
Arkansas
$13.8M -$855K -2,439 -6%
MCG
1032
McCollum Christoferson Group
New York
$13.7M -$91.1K -260 -0.7%
WIC
1033
WealthBridge Investment Counsel
Alberta, Canada
$13.7M -$1.75K -5 -0%
USAA
1034
United Services Automobile Association
Texas
$13.7M +$477K +1,390 +4%
WB
1035
Webster Bank
Connecticut
$13.7M +$47.7K +136 +0.4%
HFM
1036
Harvest Fund Management
China
$13.6M +$9.35M +27,531 +221%
RDWM
1037
Red Door Wealth Management
Tennessee
$13.6M +$1.03M +2,939 +8%
SNB
1038
Security National Bank
Nebraska
$13.6M +$127K +361 +0.9%
DCM
1039
Donaldson Capital Management
Indiana
$13.5M +$214K +610 +2%
KOCAA
1040
Knights of Columbus Asset Advisors
Connecticut
$13.5M +$2.44M +6,961 +22%
FFBTD
1041
First Financial Bank - Trust Division
Ohio
$13.4M -$2.09M -5,957 -13%
AAMA
1042
Advanced Asset Management Advisors
Ohio
$13.4M
CBT
1043
Central Bank & Trust
Kentucky
$13.4M -$57.8K -165 -0.4%
PA
1044
Perennial Advisors
New York
$13.4M -$129K -369 -1%
BP
1045
Ballentine Partners
Massachusetts
$13.3M +$250K +713 +2%
OAM
1046
Ostrum Asset Management
France
$13.3M -$1.57M -4,477 -11%
SWA
1047
Stratos Wealth Advisors
Ohio
$13.3M -$167K -476 -1%
QCG
1048
Quadrant Capital Group
Ohio
$13.2M +$6.96M +19,867 +112%
WC
1049
Woodstock Corp
Massachusetts
$13.2M +$261K +744 +2%
PWP
1050
Principle Wealth Partners
Connecticut
$13.2M -$382K -1,089 -3%