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 %
CCIA
1576
Cherry Creek Investment Advisors
Colorado
$5.35M +$116K +332 +2%
OPW
1577
Oxler Private Wealth
New York
$5.34M -$79.6K -227 -1%
JCM
1578
Jacobi Capital Management
Pennsylvania
$5.34M -$4.21K -12 -0.1%
BHPW
1579
Beverly Hills Private Wealth
California
$5.33M +$138K +393 +3%
LBWM
1580
Left Brain Wealth Management
Illinois
$5.33M -$27K -77 -0.5%
WPC
1581
White Pine Capital
Minnesota
$5.3M +$17.5K +50 +0.3%
BAAM
1582
Baker Avenue Asset Management
California
$5.29M +$3.21M +9,157 +154%
WG
1583
Watchman Group
Texas
$5.28M -$827K -2,361 -14%
ESB
1584
Essex Savings Bank
Connecticut
$5.27M -$199K -568 -4%
MSAM
1585
Moloney Securities Asset Management
Missouri
$5.26M -$1.02M -2,900 -16%
VFM
1586
Viking Fund Management
North Dakota
$5.26M
HBT
1587
Hills Bank & Trust
Iowa
$5.26M -$64.1K -183 -1%
NW
1588
Naviter Wealth
Arkansas
$5.24M +$11.7K +34 +0.2%
ACM
1589
Accent Capital Management
Ohio
$5.24M +$90.8K +259 +2%
SIC
1590
Sigma Investment Counselors
Michigan
$5.24M -$412K -1,177 -7%
BFA
1591
Buttonwood Financial Advisors
Maryland
$5.23M -$16.5K -47 -0.3%
VPI
1592
Value Partners Investments
Manitoba, Canada
$5.23M -$7.06M -20,136 -57%
HFM
1593
Hartford Financial Management
Connecticut
$5.22M -$131K -375 -2%
JC
1594
JB Capital
Connecticut
$5.22M -$92.2K -263 -2%
WC
1595
Waterloo Capital
Texas
$5.21M +$783K +2,234 +18%
BB
1596
Busey Bank
Illinois
$5.21M -$206K -587 -4%
BIG
1597
Brooklyn Investment Group
New York
$5.21M +$1.04M +2,959 +25%
WR
1598
WD Rutherford
Oregon
$5.2M -$76.9K -229 -1%
HA
1599
Huntleigh Advisors
Missouri
$5.2M +$112K +319 +2%
SCM
1600
SCS Capital Management
Massachusetts
$5.2M +$5.2M +14,836 New