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 %
WA
1301
WP Advisors
California
$8.47M +$350K +1,000 +4%
WPC
1302
Wedmont Private Capital
Pennsylvania
$8.46M +$344K +1,031 +4%
CS
1303
Cannell & Spears
New York
$8.46M +$101K +288 +1%
FCP
1304
Fidelis Capital Partners
Florida
$8.45M +$449K +1,341 +6%
CF
1305
Clarity Financial
Texas
$8.45M +$677K +1,931 +9%
HCA
1306
Harbor Capital Advisors
Illinois
$8.45M +$8.45M +24,106 New
SG
1307
StoneX Group
New York
$8.44M -$89K -254 -1%
CT
1308
Clearstead Trust
Maine
$8.43M -$38.9K -111 -0.5%
MCM
1309
Mattern Capital Management
Colorado
$8.42M -$719K -2,052 -8%
SCM
1310
Sone Capital Management
New York
$8.41M +$2.53M +7,206 +43%
PWM
1311
Purus Wealth Management
California
$8.38M -$105K -300 -1%
BA
1312
Bristlecone Advisors
Washington
$8.38M -$209K -597 -2%
EFS
1313
Essex Financial Services
Connecticut
$8.35M -$659K -1,881 -7%
CGA
1314
Channing Global Advisors
Florida
$8.35M -$5.26K -15 -0.1%
DBG
1315
De Burlo Group
Massachusetts
$8.35M -$40.3K -115 -0.5%
HW
1316
Hedeker Wealth
Illinois
$8.34M -$101K -287 -1%
KJHP
1317
K.J. Harrison & Partners
Ontario, Canada
$8.29M -$332K -947 -4%
FNB
1318
Farmers National Bank
Kentucky
$8.27M -$147K -419 -2%
SC
1319
Scholtz & Company
Connecticut
$8.26M -$262K -747 -3%
S
1320
SimplyRich
California
$8.25M
LPCM
1321
Lynwood Price Capital Management
Texas
$8.24M +$6.48M +18,500 +370%
LMIM
1322
Lockheed Martin Investment Management
Maryland
$8.23M -$193K -550 -2%
SCM
1323
Spring Capital Management
Texas
$8.22M -$14K -40 -0.2%
LWMM
1324
Legacy Wealth Management (Mississippi)
Mississippi
$8.19M -$741K -2,114 -8%
PPA
1325
Painted Porch Advisors
California
$8.18M -$312K -890 -4%