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 %
JA
1551
JLB & Associates
Michigan
$5.61M +$584K +1,667 +12%
WAC
1552
William Allan Corp
Colorado
$5.59M +$32.6K +93 +0.6%
ETC
1553
Exchange Traded Concepts
Oklahoma
$5.59M -$1.04M -2,981 -16%
ANTB
1554
AMG National Trust Bank
Colorado
$5.59M +$16.1K +46 +0.3%
LS
1555
Leelyn Smith
Illinois
$5.57M -$69K -197 -1%
MCM
1556
MV Capital Management
Maryland
$5.56M -$428K -1,222 -7%
MADR
1557
Milestones Administradora de Recursos
Brazil
$5.54M
RCM
1558
Rockbridge Capital Management
Virginia
$5.52M +$22.1K +63 +0.4%
AIM
1559
AMI Investment Management
Indiana
$5.51M -$130K -371 -2%
AAS
1560
Ameritas Advisory Services
Nebraska
$5.51M -$1.57M -4,676 -22%
GLR
1561
Great Lakes Retirement
Ohio
$5.51M -$10.8M -30,700 -66%
UAM
1562
Unison Asset Management
Florida
$5.5M +$2.56K +8 +0%
KF
1563
Krilogy Financial
Missouri
$5.47M -$480K -1,371 -8%
TW
1564
Transform Wealth
Colorado
$5.46M +$270K +771 +5%
RCAG
1565
Rehmann Capital Advisory Group
Michigan
$5.45M +$224K +639 +4%
RF
1566
Robbins Farley
New Hampshire
$5.44M -$11.6K -33 -0.2%
MFG
1567
Magnus Financial Group
New York
$5.44M -$76.4K -218 -1%
CAWM
1568
Capital Advisors Wealth Management
Washington
$5.44M +$161K +459 +3%
CPCM
1569
Cardinal Point Capital Management
Ontario, Canada
$5.43M +$78.9K +47 +1%
DS
1570
DRW Securities
Illinois
$5.41M -$2.36M -6,727 -30%
BIM
1571
Brentview Investment Management
Illinois
$5.41M +$258K +735 +5%
ACM
1572
AlphaStar Capital Management
North Carolina
$5.41M +$420K +1,198 +8%
TLP
1573
Trinity Legacy Partners
Texas
$5.41M -$1.1M -3,078 -17%
BWA
1574
Bordeaux Wealth Advisors
California
$5.4M +$641K +1,830 +13%
FFS
1575
Founders Financial Securities
Maryland
$5.39M +$220K +653 +4%