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 %
GSEP
1801
Golden State Equity Partners
California
$3.92M -$93.9K -268 -2%
HFRG
1802
Houlihan Financial Resource Group
Virginia
$3.91M -$105K -301 -3%
UW
1803
Unique Wealth
Florida
$3.91M +$811K +2,315 +26%
GCS
1804
Gordian Capital (Singapore)
Singapore
$3.91M -$167K -487 -4%
FFO
1805
Fiduciary Family Office
Florida
$3.9M +$3.9M +11,133 New
BHWM
1806
Bar Harbor Wealth Management
New Hampshire
$3.9M -$401K -1,143 -9%
RCM
1807
Regency Capital Management
Hawaii
$3.9M -$64.8K -185 -2%
IFPG
1808
Intrepid Financial Planning Group
Indiana
$3.9M -$164K -468 -4%
CPW
1809
Cove Private Wealth
New York
$3.89M +$21.7K +62 +0.6%
BMWM
1810
Brown Miller Wealth Management
Virginia
$3.88M +$92.5K +264 +2%
CFMC
1811
Curbstone Financial Management Corp
New Hampshire
$3.88M +$14K +40 +0.4%
ACGA
1812
Atlanta Consulting Group Advisors
Georgia
$3.88M +$105K +300 +3%
AT
1813
Arlington Trust
Alabama
$3.87M +$232K +662 +6%
OL
1814
Optas LLC
Texas
$3.87M +$2M +5,698 +107%
HAG
1815
HF Advisory Group
Maryland
$3.87M -$71.5K -204 -2%
GJWM
1816
Gilliland Jeter Wealth Management
Arkansas
$3.87M -$99.5K -284 -3%
RF
1817
Roxbury Financial
New Jersey
$3.86M -$108K -299 -3%
SFA
1818
Semmax Financial Advisors
North Carolina
$3.86M -$343K -972 -8%
C
1819
Certuity
Florida
$3.86M -$7.71K -22 -0.2%
CWAG
1820
Compton Wealth Advisory Group
Virginia
$3.86M -$211K -603 -5%
NHC
1821
Nicholas Hoffman & Company
Georgia
$3.83M +$167K +477 +5%
SIM
1822
Sterling Investment Management
Arizona
$3.83M -$99.2K -283 -3%
RIA
1823
Richwood Investment Advisors
Ohio
$3.82M +$97.1K +277 +3%
MF
1824
Manchester Financial
California
$3.82M -$685K -1,956 -15%
BIP
1825
Blueprint Investment Partners
North Carolina
$3.81M +$387K +1,104 +11%