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 %
WWM
1176
Western Wealth Management
Colorado
$10.5M +$210K +600 +2%
XI
1177
XXEC Inc
Oklahoma
$10.5M -$191K -546 -2%
BFG
1178
Berger Financial Group
Minnesota
$10.5M -$121K -345 -1%
MC
1179
Mirabaud & Cie
Switzerland
$10.4M -$571K -1,630 -5%
EWM
1180
Empirical Wealth Management
Washington
$10.4M +$1.69M +4,824 +19%
FCT
1181
Family Capital Trust
Massachusetts
$10.4M -$10.4M -29,662 -50%
TH
1182
TCTC Holdings
Texas
$10.3M -$2.8K -8 -0%
SC
1183
Sepio Capital
Utah
$10.2M -$384K -1,096 -4%
PGAM
1184
Princeton Global Asset Management
New Jersey
$10.2M -$106K -302 -1%
DAM
1185
Diamant Asset Management
Connecticut
$10.1M -$964K -2,752 -9%
TPCM
1186
Templeton & Phillips Capital Management
Tennessee
$10.1M -$61.3K -175 -0.6%
PA
1187
Profund Advisors
Maryland
$10.1M -$767K -2,188 -7%
LCM
1188
Logan Capital Management
Pennsylvania
$10.1M -$3.11M -8,883 -24%
FRA
1189
Frank Rimerman Advisors
California
$10.1M -$345K -985 -3%
BAM
1190
Bell Asset Management
Australia
$10.1M -$2.62M -7,463 -21%
CIM
1191
Chapman Investment Management
California
$10.1M +$195K +556 +2%
PTB
1192
Pioneer Trust Bank
Oregon
$10M -$1.26M -3,607 -11%
FFM
1193
Fisher Funds Management
New Zealand
$10M
PCTC
1194
Perkins Coie Trust Company
Washington
$10M -$55K -157 -0.5%
CWP
1195
Cyndeo Wealth Partners
Florida
$9.99M -$406K -1,158 -4%
CG
1196
CFO4Life Group
Texas
$9.98M -$105K -299 -1%
PP
1197
Postrock Partners
Oregon
$9.98M
SM
1198
Selkirk Management
New Jersey
$9.95M
PDL
1199
Portfolio Design Labs
California
$9.94M +$4M +11,402 +67%
MKA
1200
M. Kulyk & Associates
Georgia
$9.93M -$1.36M -3,868 -12%