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 %
NS
1226
NBC Securities
Alabama
$9.54M +$9.53M +27,206 +104,638%
DAS
1227
Diversify Advisory Services
Utah
$9.52M +$842K +2,465 +10%
CAS
1228
Coppell Advisory Solutions
Texas
$9.51M +$8.5M +24,900 +846%
CHC
1229
City Holding Co
West Virginia
$9.49M -$13.7K -39 -0.1%
OPW
1230
Osprey Private Wealth
New York
$9.47M +$1.8M +5,140 +23%
LOPW
1231
Live Oak Private Wealth
North Carolina
$9.44M +$90.8K +259 +1%
GSPF
1232
Grafton Street Partners Fund
Florida
$9.38M -$999K -2,851 -10%
TPA
1233
Trivium Point Advisory
Connecticut
$9.37M -$138K -394 -1%
SC
1234
Settian Capital
New York
$9.36M
TWP
1235
Tyche Wealth Partners
Texas
$9.34M +$205K +585 +2%
SLI
1236
Sumitomo Life Insurance
Japan
$9.34M -$124K -354 -1%
BCFD
1237
Boit C.F. David
$9.33M
SW
1238
SlateStone Wealth
Florida
$9.33M -$101K -287 -1%
EFM
1239
E Fund Management
China
$9.32M +$2.81M +8,021 +43%
RCM
1240
RB Capital Management
Nevada
$9.31M +$91.8K +262 +1%
MWA
1241
Meridian Wealth Advisors
Texas
$9.3M +$123K +352 +1%
CWG
1242
Cornerstone Wealth Group
North Carolina
$9.26M -$198K -564 -2%
JAM
1243
JCIC Asset Management
Ontario, Canada
$9.25M -$144K -412 -2%
DFA
1244
Delta Financial Advisors
Louisiana
$9.25M +$11.2K +32 +0.1%
KAM
1245
Knightsbridge Asset Management
California
$9.23M -$597K -1,703 -6%
PIM
1246
Platinum Investment Management
Australia
$9.22M -$1.31M -3,733 -12%
MG
1247
McHugh Group
Ohio
$9.2M
RFWA
1248
RPg Family Wealth Advisory
Massachusetts
$9.19M -$1.52M -4,330 -14%
RWM
1249
Rockline Wealth Management
New York
$9.17M +$430K +1,226 +5%
PA
1250
PFG Advisors
Arizona
$9.17M +$1.23M +3,500 +15%