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 %
CCM
1201
Chickasaw Capital Management
Tennessee
$9.9M -$74.6K -213 -0.7%
BIG
1202
Builder Investment Group
Georgia
$9.88M -$35K -100 -0.4%
LSWM
1203
Lorne Steinberg Wealth Management
Canada
$9.87M -$15.1K -43 -0.2%
VA
1204
VestGen Advisors
Illinois
$9.84M +$9.84M +28,080 New
FVWA
1205
Foster Victor Wealth Advisors
South Carolina
$9.83M -$638K -1,913 -6%
WCM
1206
Wisconsin Capital Management
Wisconsin
$9.8M -$569K -1,624 -5%
IIM
1207
Ipswich Investment Management
Massachusetts
$9.79M +$107K +305 +1%
CAM
1208
Cypress Asset Management
Texas
$9.77M -$252K -720 -3%
WCA
1209
Waratah Capital Advisors
Ontario, Canada
$9.77M +$373K +1,065 +4%
KFP
1210
KMG Fiduciary Partners
Ohio
$9.76M +$4.61M +13,157 +89%
NFG
1211
Nations Financial Group
Iowa
$9.75M +$449K +1,282 +5%
DJSG
1212
D.J. St. Germain
Massachusetts
$9.74M -$334K -954 -3%
IPGDR
1213
Investidor Profissional Gestao de Recursos
Brazil
$9.73M -$994K -2,835 -9%
TIM
1214
Thompson Investment Management
Wisconsin
$9.73M -$589K -1,682 -6%
GEA
1215
Glen Eagle Advisors
New Jersey
$9.68M -$278K -794 -3%
TCOO
1216
Trust Company of Oklahoma
Oklahoma
$9.67M -$418K -1,192 -4%
CA
1217
Claar Advisors
New York
$9.64M -$959K -2,735 -9%
TPCW
1218
TD Private Client Wealth
New York
$9.64M -$1.65M -4,721 -15%
HCA
1219
Harbour Capital Advisors
Virginia
$9.61M -$61.8K -182 -0.6%
AWP
1220
Ascent Wealth Partners
New York
$9.6M +$237K +676 +3%
SFP
1221
Shepherd Financial Partners
Massachusetts
$9.59M +$239K +683 +3%
BWS
1222
Buck Wealth Strategies
Colorado
$9.58M -$950K -2,710 -9%
RSWM
1223
Robertson Stephens Wealth Management
California
$9.57M -$332K -946 -3%
TAIM
1224
Te Ahumairangi Investment Management
New Zealand
$9.56M -$507K -1,446 -5%
AC
1225
AlphaCore Capital
California
$9.55M +$4.01M +11,453 +72%