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 %
MCC
1901
Malaga Cove Capital
California
$3.43M -$30.8K -88 -0.9%
WSA
1902
Warm Springs Advisors
California
$3.42M -$126K -360 -4%
GA
1903
GoalVest Advisory
New York
$3.42M -$58.9K -168 -2%
CB
1904
CNB Bank
Pennsylvania
$3.42M -$369K -1,053 -10%
RA
1905
Ransom Advisory
Rhode Island
$3.42M +$3.42M +9,767 New
MAM
1906
MWA Asset Management
Massachusetts
$3.41M -$3.15K -9 -0.1%
LCM
1907
Legato Capital Management
California
$3.41M
CA
1908
Claro Advisors
Massachusetts
$3.41M +$131K +375 +4%
DCM
1909
Davidson Capital Management
Texas
$3.4M -$689K -1,965 -17%
GFP
1910
Gryphon Financial Partners
Ohio
$3.4M -$433K -1,236 -11%
WCM
1911
Weaver Capital Management
Georgia
$3.39M +$220K +629 +7%
AIC
1912
Argus Investors Counsel
New York
$3.39M -$264K -752 -7%
VCM
1913
Virtue Capital Management
Tennessee
$3.39M +$1.25M +3,571 +58%
CVA
1914
Central Valley Advisors
California
$3.38M -$503K -1,435 -13%
WI
1915
WrapManager Inc
California
$3.38M -$100K -286 -3%
SAM
1916
Secure Asset Management
Michigan
$3.38M +$348K +992 +11%
KIM
1917
Kestra Investment Management
Texas
$3.38M +$1.03M +2,932 +44%
SMC
1918
Smith, Moore & Co
Missouri
$3.38M -$79.6K -227 -2%
CRI
1919
Commonwealth Retirement Investments
Virginia
$3.38M +$61.7K +176 +2%
TCPG
1920
Trivant Custom Portfolio Group
California
$3.38M -$34K -97 -1%
GWMR
1921
GC Wealth Management RIA
Massachusetts
$3.37M -$434K -1,238 -11%
JHCP
1922
Jackson Hole Capital Partners
Oklahoma
$3.36M +$52.9K +151 +2%
LA
1923
Lindenwold Advisors
Pennsylvania
$3.36M +$1.53M +4,354 +83%
APP
1924
Avantax Planning Partners
Iowa
$3.36M +$274K +781 +9%
SIA
1925
Schear Investment Advisers
Ohio
$3.35M -$8.76K -25 -0.3%