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 %
CIG
1326
Consolidated Investment Group
Colorado
$8.17M -$343K -980 -4%
SBIA
1327
Sheaff Brock Investment Advisors
Indiana
$8.17M +$4.42M +12,615 +118%
NFC
1328
Northeast Financial Consultants
Connecticut
$8.14M -$48.4K -138 -0.6%
CCA
1329
Covey Capital Advisors
Georgia
$8.14M +$12.6K +36 +0.2%
TCWA
1330
Turtle Creek Wealth Advisors
Texas
$8.14M +$1.89M +5,391 +30%
BB
1331
Berkshire Bank
Massachusetts
$8.13M -$229K -654 -3%
FC
1332
FORA Capital
Florida
$8.12M +$8.12M +23,176 New
HVP
1333
Hudson Value Partners
Florida
$8.1M +$35K +100 +0.4%
AFWM
1334
AMJ Financial Wealth Management
Virginia
$8.09M +$145K +415 +2%
EIA
1335
Eastover Investment Advisors
North Carolina
$8.08M -$189K -540 -2%
CI
1336
Conning Inc
Connecticut
$8.07M -$1.22M -3,488 -13%
CW
1337
CreativeOne Wealth
Kansas
$8.04M +$962K +2,745 +14%
TCA
1338
Trifecta Capital Advisors
Illinois
$8.02M +$114K +326 +1%
SCM
1339
Soros Capital Management
New York
$8.02M +$3.65M +10,403 +83%
OCAM
1340
Onex Canada Asset Management
Ontario, Canada
$8M -$94.6K -270 -1%
GI
1341
GS Investments
Minnesota
$7.94M -$18.9K -54 -0.2%
BZWA
1342
Blue Zone Wealth Advisors
California
$7.9M -$446K -1,272 -5%
HCP
1343
Hamilton Capital Partners
Georgia
$7.9M +$1.2M +3,434 +18%
VCM
1344
Vivaldi Capital Management
Illinois
$7.9M -$260K -743 -3%
ECM
1345
Evergreen Capital Management
Washington
$7.9M +$121K +345 +2%
CNBTD
1346
Citizens National Bank Trust Department
Mississippi
$7.89M -$81.7K -233 -1%
ISL
1347
Ingalls & Snyder LLC
New York
$7.88M -$428K -1,222 -5%
NFC
1348
Northstar Financial Companies
Pennsylvania
$7.87M -$1.87M -5,336 -19%
PCM
1349
Poehling Capital Management
Wisconsin
$7.87M -$31.2K -89 -0.4%
CWA
1350
Clarity Wealth Advisors
California
$7.87M +$120K +342 +2%