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 %
IAM
1401
Infusive Asset Management
New York
$7.25M -$2.5M -7,135 -26%
DWM
1402
Diversify Wealth Management
Utah
$7.22M -$101K -295 -1%
HCM
1403
Highview Capital Management
Illinois
$7.15M +$145K +413 +2%
PM
1404
Phraction Management
Connecticut
$7.15M -$678K -1,936 -9%
PT
1405
Plimoth Trust
Massachusetts
$7.14M -$294K -838 -4%
AFCM
1406
Applied Finance Capital Management
Puerto Rico
$7.13M +$616K +1,757 +9%
RCA
1407
Resonant Capital Advisors
Wisconsin
$7.12M +$112K +320 +2%
ZCI
1408
Zevenbergen Capital Investments
Washington
$7.09M -$8.76K -25 -0.1%
HWA
1409
Heritage Wealth Advisors
Virginia
$7.07M -$9.46K -27 -0.1%
GPTE
1410
Generali Powszechne Towarzystwo Emerytalne
Poland
$7.05M
CAC
1411
Core Alternative Capital
Georgia
$7.04M -$369K -1,053 -5%
SW
1412
StrongBox Wealth
Missouri
$7.04M -$191K -545 -3%
WA1
1413
Wimmer Associates 1
California
$7.04M -$470K -1,320 -6%
CCM
1414
Canal Capital Management
Virginia
$7.02M +$24.2K +69 +0.3%
LA
1415
LVW Advisors
New York
$6.99M +$40K +114 +0.6%
ADL
1416
Asset Dedication LLC
California
$6.97M -$254K -726 -4%
TAM
1417
Trust Asset Management
Texas
$6.97M +$534K +1,523 +8%
BDL
1418
Bey-Douglas LLC
Georgia
$6.96M -$66.6K -190 -0.9%
SAM
1419
SP Asset Management
California
$6.94M +$19.3K +55 +0.3%
CWS
1420
Confluence Wealth Services
Pennsylvania
$6.94M +$393K +1,175 +6%
SAM
1421
Sawgrass Asset Management
Florida
$6.94M -$10.5M -30,038 -60%
MIA
1422
MainStreet Investment Advisors
Illinois
$6.93M -$203K -578 -3%
AB
1423
ANB Bank
Colorado
$6.93M -$255K -728 -4%
HAM
1424
Harmony Asset Management
Arizona
$6.92M
MMM
1425
Mendel Money Management
Illinois
$6.92M -$129K -368 -2%