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
57.33%
Holding in Top 10
683
Holding in Top 10 Change
+136
Holding in Top 10 Change %
+24.86%
% of All Funds
9.28%
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 %
FFAM
1751
Forge First Asset Management
Canada
$4.24M
PWPS
1752
Pinnacle Wealth Planning Services
Ohio
$4.23M +$43.1K +123 +1%
VFA
1753
Voya Financial Advisors
Connecticut
$4.22M +$17.8K +52 +0.4%
AWM
1754
Avior Wealth Management
Nebraska
$4.22M -$944K -2,693 -18%
BHA
1755
Beech Hill Advisors
New York
$4.2M -$937K -2,673 -18%
FMTCOCP
1756
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.2M -$168K -480 -4%
PAA
1757
Peregrine Asset Advisers
Oregon
$4.19M -$48K -137 -1%
KMWM
1758
Keudell/Morrison Wealth Management
Oregon
$4.19M -$15.8K -45 -0.4%
TAP
1759
Tounjian Advisory Partners
Florida
$4.19M +$4.19M +11,944 New
WA
1760
Wealth Alliance
New York
$4.19M +$195K +555 +5%
MYIA
1761
Mount Yale Investment Advisors
Colorado
$4.18M -$475K -1,356 -10%
NG
1762
Northstar Group
New York
$4.17M +$109K +310 +3%
SAM
1763
Stenahm Asset Management
Guernsey
$4.17M +$4.17M +11,900 New
CWM
1764
Cordatus Wealth Management
Pennsylvania
$4.17M +$168K +480 +4%
LHC
1765
Little House Capital
Massachusetts
$4.16M -$10.2K -29 -0.2%
PPC
1766
Park Place Capital
Alabama
$4.14M +$639K +1,824 +18%
AIA
1767
Armor Investment Advisors
North Carolina
$4.14M -$27.3K -78 -0.7%
TFP
1768
Tilia Fiduciary Partners
North Carolina
$4.12M +$39.6K +113 +1%
SLWA
1769
San Luis Wealth Advisors
California
$4.11M -$2.38M -6,793 -37%
MBT
1770
Montecito Bank & Trust
California
$4.11M -$105K -301 -3%
GCM
1771
Gables Capital Management
Florida
$4.11M -$99.9K -285 -2%
MFGM
1772
Marshall Financial Group (Maryland)
Maryland
$4.1M -$84.5K -241 -2%
AO
1773
Allen Operations
New York
$4.09M
CICI
1774
Capital Investment Counsel Inc
North Carolina
$4.09M
BWP
1775
Burling Wealth Partners
Illinois
$4.07M -$158K -451 -4%