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 %
FNBOMD
1526
First National Bank of Mount Dora
Florida
$5.82M -$545K -1,554 -9%
WA
1527
Wambolt & Associates
Colorado
$5.81M -$560K -1,616 -9%
GS
1528
GWN Securities
Florida
$5.79M +$4.34M +12,242 +300%
TP
1529
TenCore Partners
New York
$5.78M -$960K -2,738 -14%
SWM
1530
Sendero Wealth Management
Texas
$5.77M -$122K -349 -2%
FMN
1531
Financial Management Network
California
$5.77M -$250K -800 -4%
FCM
1532
Fairbanks Capital Management
California
$5.77M -$503K -1,434 -8%
AWA
1533
Aaron Wealth Advisors
Illinois
$5.75M +$140K +399 +2%
CFS
1534
CRA Financial Services
New Jersey
$5.72M +$207K +592 +4%
CWM
1535
Connecticut Wealth Management
Connecticut
$5.71M -$115K -327 -2%
OAM
1536
Oak Asset Management
California
$5.71M -$155K -443 -3%
AI
1537
AXS Investments
New York
$5.71M -$1.23M -3,500 -18%
FMB
1538
Field & Main Bank
Kentucky
$5.7M -$159K -453 -3%
OLA
1539
Oliver Luxxe Assets
New Jersey
$5.7M -$5.86M -16,722 -51%
CCA
1540
Checchi Capital Advisers
California
$5.68M +$139K +396 +3%
TNA
1541
True North Advisors
Texas
$5.67M -$490K -1,398 -8%
HWM
1542
Hohimer Wealth Management
Washington
$5.67M +$3.55M +10,142 +168%
SCM
1543
Schnieders Capital Management
California
$5.66M -$378K -1,080 -6%
AWM
1544
Angeles Wealth Management
California
$5.65M +$70.1K +200 +1%
CIAS
1545
Capital Investment Advisory Services
North Carolina
$5.65M +$325K +926 +6%
SCM
1546
Seascape Capital Management
New Hampshire
$5.64M -$91.1K -260 -2%
IIA
1547
ICW Investment Advisors
Arizona
$5.63M -$58.9K -168 -1%
SCI
1548
S&CO Inc
Massachusetts
$5.62M +$70.4K +201 +1%
CCM
1549
Cox Capital Management
Massachusetts
$5.62M -$142K -405 -2%
OM
1550
OV Management
Minnesota
$5.61M +$259K +740 +5%