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 %
GL
1451
Graypoint LLC
New York
$6.54M +$30.1K +86 +0.5%
ISB
1452
Iowa State Bank
Iowa
$6.54M -$39.3K -112 -0.6%
MCP
1453
Mirador Capital Partners
California
$6.54M -$914K -2,607 -12%
MIS
1454
Morningstar Investment Services
Illinois
$6.53M -$8.59M -24,520 -57%
MHS
1455
M Holdings Securities
Oregon
$6.52M +$13K +37 +0.2%
ACM
1456
Aljian Capital Management
Nevada
$6.51M -$733K -2,093 -10%
SW
1457
Simplicity Wealth
New Jersey
$6.51M +$3.58M +10,210 +122%
CSA
1458
Cottage Street Advisors
Massachusetts
$6.49M -$61.7K -176 -0.9%
CB
1459
Cadence Bank
Mississippi
$6.48M +$3.15K +9 +0%
PA
1460
Prossimo Advisors
California
$6.47M -$19.3K -55 -0.3%
DR
1461
Davis Rea
Ontario, Canada
$6.45M +$6.45M +18,410 New
MLIC
1462
Mandatum Life Insurance Company
Finland
$6.42M
FM
1463
Foster & Motley
Ohio
$6.42M +$1.9M +5,419 +42%
TIM
1464
Tikehau Investment Management
France
$6.41M -$2.92M -8,319 -31%
TVWM
1465
Tower View Wealth Management
Wisconsin
$6.4M -$73.6K -210 -1%
BRCM
1466
Bright Rock Capital Management
Massachusetts
$6.4M
BWM
1467
Bulltick Wealth Management
Florida
$6.37M -$2.1K -6 -0%
LMKC
1468
L.M. Kohn & Company
Ohio
$6.37M -$284K -811 -4%
FFA
1469
Fragasso Financial Advisors
Pennsylvania
$6.36M -$4.29M -12,235 -40%
ST
1470
Sabal Trust
Florida
$6.34M -$158K -450 -2%
B
1471
Bensler
Washington
$6.33M -$179K -510 -3%
AFG
1472
Atomi Financial Group
New York
$6.31M +$705K +2,012 +13%
RFA
1473
ROI Financial Advisors
Oregon
$6.29M -$113K -321 -2%
KWM
1474
Keebeck Wealth Management
Illinois
$6.27M -$9.81K -28 -0.2%
AC
1475
Avestar Capital
New York
$6.27M +$926K +2,643 +17%