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 %
SLC
1851
Second Line Capital
Louisiana
$3.69M +$30.1K +86 +0.8%
HA
1852
Harfst & Associates
Wyoming
$3.67M -$165K -472 -4%
SC
1853
Stance Capital
Massachusetts
$3.67M +$3.42M +9,752 +1,332%
MW
1854
Marcum Wealth
Ohio
$3.67M +$32.2K +92 +0.9%
KCM
1855
Kerusso Capital Management
North Carolina
$3.66M +$92.2K +263 +3%
AO
1856
Advisor OS
Illinois
$3.65M -$201K -574 -5%
EWM
1857
Evergreen Wealth Management
Michigan
$3.64M -$130K -370 -3%
PAMG
1858
Patton Albertson Miller Group
Tennessee
$3.63M -$133K -379 -4%
ICP
1859
Impact Capital Partners
Colorado
$3.63M -$57.8K -165 -2%
SPFA
1860
Summit Place Financial Advisors
New Jersey
$3.63M -$55K -157 -1%
MWM
1861
Mattern Wealth Management
Kansas
$3.62M -$54K -154 -1%
ZI
1862
ZEGA Investments
Florida
$3.62M +$2.79M +7,974 +338%
KF
1863
KKM Financial
Illinois
$3.62M -$108K -308 -3%
QWP
1864
Quotient Wealth Partners
Texas
$3.61M +$27.3K +78 +0.8%
HG
1865
Herbst Group
Connecticut
$3.6M -$45.2K -129 -1%
EPIME
1866
Evelyn Partners Investment Management (Europe)
$3.6M +$3.6M +10,117 New
REMPR
1867
Roof Eidam Maycock Peralta (REMP)
California
$3.59M +$82.4K +235 +2%
SFS
1868
Stiles Financial Services
Minnesota
$3.59M -$488K -1,393 -12%
FIC
1869
FCG Investment Company
Tennessee
$3.59M +$2.87M +8,178 +396%
PWMG
1870
Prestige Wealth Management Group
New Jersey
$3.59M +$26.3K +75 +0.7%
NG
1871
Novem Group
New York
$3.58M +$621K +1,771 +21%
AF
1872
Alerus Financial
North Dakota
$3.58M -$1.17M -3,352 -25%
HCA
1873
Horan Capital Advisors
Ohio
$3.56M -$41K -117 -1%
HCM
1874
Hall Capital Management
Rhode Island
$3.56M +$24.2K +69 +0.7%
PP
1875
PDS Planning
Ohio
$3.55M +$238K +680 +7%