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 %
NF
1651
Nikulski Financial
Iowa
$4.9M +$15.1K +43 +0.3%
PWAM
1652
Papamarkou Wellner Asset Management
New York
$4.9M -$21.7K -62 -0.4%
SSA
1653
Schonfeld Strategic Advisors
New York
$4.9M -$3.87M -11,046 -44%
RAG
1654
RIA Advisory Group
Iowa
$4.89M +$4.66M +13,292 +2,017%
NHT
1655
New Hampshire Trust
New Hampshire
$4.88M -$261K -744 -5%
GCM
1656
Greenland Capital Management
New York
$4.88M +$4.88M +13,911 New
EAM
1657
EdenTree Asset Management
United Kingdom
$4.87M
BTI
1658
Blue Trust Inc
Georgia
$4.87M +$1.01M +2,887 +26%
CAM
1659
Centre Asset Management
New York
$4.85M +$4.85M +13,837 New
FSC
1660
Full Sail Capital
Oklahoma
$4.85M -$232K -662 -5%
FGA
1661
Fortis Group Advisors
New Jersey
$4.84M -$119K -340 -2%
SFM
1662
Signet Financial Management
New Jersey
$4.84M -$164K -469 -3%
ECM
1663
Exchange Capital Management
Michigan
$4.83M -$190K -542 -4%
CB
1664
Community Bank
New York
$4.83M +$27.3K +78 +0.6%
GWANC
1665
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.83M +$44.9K +128 +0.9%
AF
1666
Arrow Financial
New York
$4.81M -$2.06M -5,883 -30%
CF
1667
Centaurus Financial
California
$4.81M +$340K +969 +8%
SMA
1668
Sage Mountain Advisors
Georgia
$4.81M +$118K +338 +3%
SFA
1669
Souders Financial Advisors
Ohio
$4.8M -$1.53M -4,364 -24%
CAAS
1670
Capital Asset Advisory Services
Michigan
$4.8M -$885K -2,555 -16%
SC
1671
SummitTX Capital
Texas
$4.79M +$4.79M +13,675 New
QWM
1672
Quadcap Wealth Management
Texas
$4.79M -$289K -824 -6%
HAS
1673
HBW Advisory Services
California
$4.78M -$353K -1,006 -7%
LPT
1674
Legacy Private Trust
Wisconsin
$4.78M -$34.3K -98 -0.7%
AWM
1675
Accurate Wealth Management
Florida
$4.78M +$101K +302 +2%