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 %
MAM
1776
Mystic Asset Management
Rhode Island
$4.07M -$20.3K -58 -0.5%
BWM
1777
Bernard Wealth Management
Michigan
$4.07M +$483K +1,377 +13%
GCM
1778
Glynn Capital Management
California
$4.07M
CV
1779
Counterweight Ventures
North Carolina
$4.06M +$46.6K +133 +1%
1WA
1780
180 Wealth Advisors
Washington
$4.06M -$2.1K -6 -0.1%
AAM
1781
Azzad Asset Management
Virginia
$4.03M -$520K -1,484 -11%
CCFM
1782
Clear Creek Financial Management
Washington
$4.03M +$353K +1,006 +10%
PTP
1783
Platform Technology Partners
New York
$4.03M +$604K +1,722 +18%
NC
1784
NBW Capital
Massachusetts
$4.02M -$1.22M -3,470 -23%
MCA
1785
Martin Capital Advisors
Texas
$4.01M -$19.3K -55 -0.5%
MPPLM
1786
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$69.7K +199 +2%
CQWA
1787
Chokshi & Queen Wealth Advisors
California
$3.99M -$49.1K -140 -1%
LAIC
1788
Lederer & Associates Investment Counsel
California
$3.98M +$28K +80 +0.7%
GCA
1789
Gallagher Capital Advisors
Texas
$3.98M -$39.6K -113 -1%
RBWA
1790
RFG - Bristol Wealth Advisors
Massachusetts
$3.96M +$11.2K +32 +0.3%
PWMAG
1791
Pinnacle Wealth Management Advisory Group
New Jersey
$3.96M +$86.2K +246 +2%
APWM
1792
Argonautica Private Wealth Management
Massachusetts
$3.94M +$79.6K +227 +2%
EFG
1793
Everhart Financial Group
Ohio
$3.94M +$410K +1,170 +12%
WFG
1794
Wills Financial Group
Virginia
$3.94M +$64.8K +185 +2%
TSWM
1795
Triangle Securities Wealth Management
North Carolina
$3.94M -$108K -309 -3%
WHAM
1796
Windmill Hill Asset Management
United Kingdom
$3.93M
LT
1797
Lindsell Train
United Kingdom
$3.93M
IAS
1798
IMA Advisory Services
Colorado
$3.92M -$302K -861 -7%
AIS
1799
American Investment Services
Massachusetts
$3.92M -$11.6K -33 -0.3%
ALAM
1800
Asahi Life Asset Management
Japan
$3.92M -$332K -948 -8%