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 %
RFN
1501
RDA Financial Network
Iowa
$6.01M +$1.7M +4,849 +39%
FLI
1502
Family Legacy Inc
South Carolina
$6M -$83.4K -238 -1%
PTC
1503
Philadelphia Trust Company
Pennsylvania
$6M -$1.95M -5,551 -24%
RMCM
1504
Reynders McVeigh Capital Management
Massachusetts
$5.99M -$237K -676 -4%
HIS
1505
Horizon Investment Services
Indiana
$5.97M +$420K +1,197 +8%
Empower Advisory Group
1506
Empower Advisory Group
Colorado
$5.97M +$43.8K +125 +0.7%
DI
1507
Diligent Investors
California
$5.97M -$111K -318 -2%
TCOT
1508
Trust Company of Toledo
Ohio
$5.96M +$17.5K +50 +0.3%
GCM
1509
GKV Capital Management
California
$5.96M +$28K +80 +0.5%
RWA
1510
Roberts Wealth Advisors
California
$5.95M -$439K -1,252 -7%
FGP
1511
Foyston, Gordon, & Payne
Ontario, Canada
$5.95M +$73.2K +209 +1%
CAM
1512
Costello Asset Management
Pennsylvania
$5.94M +$2.04M +5,808 +52%
OHWP
1513
Oak Harbor Wealth Partners
North Carolina
$5.93M -$6.31K -18 -0.1%
ILI
1514
Invesco LLC (Illinois)
Illinois
$5.91M +$456K +1,300 +8%
GI
1515
GLOBALT Investments
Georgia
$5.9M -$750K -2,141 -11%
CH
1516
Canton Hathaway
Rhode Island
$5.88M +$2.03M +5,800 +53%
ACM
1517
Alpha Capital Management
Texas
$5.86M -$262K -747 -4%
SFS
1518
Strategic Financial Services
New York
$5.85M -$175K -498 -3%
ECAM
1519
East Coast Asset Management
Massachusetts
$5.85M +$70.4K +201 +1%
APTFM
1520
AGUR Provident & Training Funds Management
Israel
$5.83M
TSWM
1521
Tyler-Stone Wealth Management
Ohio
$5.83M -$1.01M -2,888 -15%
AT
1522
American Trust
Kentucky
$5.83M -$1.25M -3,561 -18%
GWM
1523
Graybill Wealth Management
Illinois
$5.83M +$5.83M +16,626 New
SIAG
1524
Signet Investment Advisory Group
Rhode Island
$5.82M -$454K -1,295 -7%
AFC
1525
AFT Forsyth & Company
Florida
$5.82M -$3.51K -10 -0.1%