4,221 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, 1,628 increasing their positions, 1,904 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,221
Holders Change
-7
Holders Change %
-0.17%
% of All Funds
57.32%
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
1,628
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 %
EM
1701
Excalibur Management
Massachusetts
$4.58M -$24.9K -71 -0.5%
LSPW
1702
Lake Street Private Wealth
Illinois
$4.57M -$27.3K -78 -0.6%
PWAM
1703
Private Wealth Asset Management
Iowa
$4.56M +$4.56M +13,022 New
AC
1704
Arjuna Capital
North Carolina
$4.56M +$484K +1,382 +12%
DL
1705
DOHJ LLC
Washington
$4.54M -$91.5K -261 -2%
TA
1706
TFG Advisers
Michigan
$4.54M +$29.1K +83 +0.6%
AWM
1707
Aries Wealth Management
Maine
$4.53M +$138K +394 +3%
1SB
1708
1ST Source Bank
Indiana
$4.53M -$20.3K -58 -0.4%
WGC
1709
Watts Gwilliam & Co
Arizona
$4.5M +$109K +312 +2%
FNBSF
1710
First National Bank Sioux Falls
South Dakota
$4.5M
ACG
1711
Allen Capital Group
Nebraska
$4.49M +$95K +271 +2%
WWM
1712
Wolff Wiese Magana
California
$4.49M +$14K +40 +0.3%
GAG
1713
GM Advisory Group
New York
$4.48M -$13.3K -38 -0.3%
KHCM
1714
Kirtland Hills Capital Management
Ohio
$4.48M +$112K +339 +3%
UAS
1715
United Asset Strategies
New York
$4.48M -$871K -2,486 -16%
CWM
1716
Cornerstone Wealth Management
Missouri
$4.48M +$184K +525 +4%
HCM
1717
Howard Capital Management
Georgia
$4.47M -$514K -1,468 -10%
A
1718
Argentarii
Ohio
$4.46M +$509K +1,452 +13%
FAP
1719
Financial Advisory Partners
Florida
$4.42M -$59.2K -169 -1%
FAM
1720
Formidable Asset Management
Ohio
$4.42M +$8.06K +23 +0.2%
AIIMS
1721
Analyst IMS Investment Management Services
Israel
$4.41M +$1.77M +5,047 +67%
MWAM
1722
Manhattan West Asset Management
California
$4.41M +$343K +980 +8%
CAC
1723
Certified Advisory Corp
Florida
$4.4M -$476K -1,358 -10%
CRWM
1724
Castle Rock Wealth Management
California
$4.39M -$964K -2,794 -18%
DWM
1725
Dynasty Wealth Management
Florida
$4.37M -$20.7K -59 -0.5%