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 %
JGC
1876
J. Goldman & Co
New York
$3.55M -$1.32M -3,779 -27%
AOWM
1877
Alpha Omega Wealth Management
Virginia
$3.55M +$68.7K +196 +2%
AA
1878
Auxano Advisors
Washington
$3.55M -$52.6K -150 -1%
DWAM
1879
Duncan Williams Asset Management
Tennessee
$3.55M +$92.5K +264 +3%
WSCM
1880
Wellington Shields Capital Management
New York
$3.54M -$223K -635 -6%
WCM
1881
Washburn Capital Management
Florida
$3.54M -$59.2K -169 -2%
SPWG
1882
Syntegra Private Wealth Group
Missouri
$3.54M +$2.8K +8 +0.1%
SCA
1883
Sander Capital Advisors
Washington
$3.54M +$350 +1 +0%
MA
1884
MCF Advisors
Kentucky
$3.53M -$146K -416 -4%
MMG
1885
Monetary Management Group
Missouri
$3.53M +$17.5K +50 +0.5%
FMWA
1886
Forvis Mazars Wealth Advisors
Missouri
$3.52M +$267K +763 +8%
CTC
1887
Cetera Trust Company
Minnesota
$3.51M -$52.9K -151 -1%
RMAM
1888
Raab & Moskowitz Asset Management
New Jersey
$3.51M -$239K -681 -6%
TC
1889
Tsai Capital
New York
$3.48M -$61.3K -175 -2%
BFS
1890
Bard Financial Services
Connecticut
$3.48M -$338K -965 -9%
RBA
1891
Richard Bernstein Advisors
New York
$3.47M -$175K -498 -5%
CC
1892
Cypress Capital
Tennessee
$3.47M -$39.3K -112 -1%
MC
1893
Martin & Co
Tennessee
$3.47M +$37.1K +106 +1%
EWM
1894
Evermay Wealth Management
Virginia
$3.46M -$21K -60 -0.6%
UB
1895
Umpqua Bank
Oregon
$3.46M -$11.6K -33 -0.3%
AG
1896
Algert Global
California
$3.45M +$577K +1,647 +20%
ISFAN
1897
Investor's Fiduciary Advisor Network
Washington
$3.45M -$633K -1,806 -15%
SFG
1898
Snider Financial Group
Washington
$3.45M -$115K -329 -3%
CFGW
1899
Chancellor Financial Group WB
Pennsylvania
$3.43M +$3.51K +10 +0.1%
MW
1900
Maia Wealth
Colorado
$3.43M -$15.8K -47 -0.5%