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 %
CGL
1476
Clarius Group LLC
Washington
$6.26M -$76.8K -219 -1%
BCM
1477
Bretton Capital Management
California
$6.24M
AFP
1478
Ausdal Financial Partners
Iowa
$6.24M +$546K +1,557 +10%
BST
1479
Bath Savings Trust
Maine
$6.23M -$336K -960 -5%
OAM
1480
Occidental Asset Management
California
$6.23M +$413K +1,178 +7%
CCG
1481
Ceeto Capital Group
Florida
$6.23M
BCM
1482
Berbice Capital Management
New York
$6.22M +$14.7K +42 +0.2%
PWM
1483
Palumbo Wealth Management
New York
$6.2M +$704K +2,010 +13%
GP
1484
Greenline Partners
New York
$6.18M +$8.06K +23 +0.1%
SIA
1485
Soltis Investment Advisors
Utah
$6.17M -$545K -1,555 -8%
TFA
1486
Transamerica Financial Advisors
Florida
$6.15M -$78.9K -225 -1%
TSW
1487
Thompson Siegel & Walmsley
Virginia
$6.15M -$336K -958 -5%
AGM
1488
Aragon Global Management
Florida
$6.15M
MIC
1489
Means Investment Company
Maine
$6.12M -$2.44M -6,964 -28%
BKA
1490
Brick & Kyle Associates
Pennsylvania
$6.12M -$176K -508 -3%
PFS
1491
Physicians Financial Services
North Carolina
$6.11M
GFA
1492
Gifford Fong Associates
California
$6.09M
FM
1493
Family Management
New York
$6.09M +$145K +413 +2%
CI
1494
Cigna Investments
Connecticut
$6.08M +$373K +1,064 +7%
BCFS
1495
Butensky & Cohen Financial Security
Florida
$6.07M -$332K -948 -5%
RCWM
1496
Royal Capital Wealth Management
Indiana
$6.07M +$8.06K +23 +0.1%
RWB
1497
RMR Wealth Builders
New Jersey
$6.04M +$473K +1,349 +8%
NB
1498
NBT Bank
New York
$6.03M +$108K +309 +2%
CCAM
1499
Codex Capital Asset Management
Texas
$6.03M
JF
1500
Jericho Financial
Ohio
$6.02M +$104K +296 +2%