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 %
SHFA
1926
SS&H Financial Advisors
Michigan
$3.34M +$350 +1 +0%
CWP
1927
Concord Wealth Partners
Virginia
$3.34M +$118K +338 +4%
ITC
1928
Inspire Trust Company
Nevada
$3.33M
AW
1929
Alaethes Wealth
Nevada
$3.32M +$60.3K +172 +2%
SMH
1930
Sanders Morris Harris
Texas
$3.32M -$26.1K -75 -0.8%
TWM
1931
TCFG Wealth Management
California
$3.32M -$4.56K -13 -0.1%
TPW
1932
Turn8 Private Wealth
$3.32M -$841K -2,399 -20%
RCIM
1933
Red Cedar Investment Management
Michigan
$3.32M +$787K +2,247 +31%
VIA
1934
Victrix Investment Advisors
Florida
$3.31M +$36.5K +106 +1%
TGCMU
1935
Titan Global Capital Management USA
New York
$3.31M +$322K +918 +11%
KWM
1936
Koa Wealth Management
California
$3.31M -$390K -1,112 -11%
NCGI
1937
Next Century Growth Investors
Minnesota
$3.31M +$2.8K +8 +0.1%
NL
1938
NWAM LLC
Washington
$3.3M -$616K -1,758 -16%
ACL
1939
Applied Capital LLC
Florida
$3.3M +$1.4K +4 +0%
UIA
1940
Ulland Investment Advisors
Minnesota
$3.3M -$1.28M -3,641 -28%
VIS
1941
Vega Investment Solutions
France
$3.29M +$3.29M +9,396 New
FFM
1942
Forum Financial Management
Illinois
$3.29M -$230K -656 -7%
1W
1943
1776 Wealth
Georgia
$3.28M -$26.3K -75 -0.8%
PCMK
1944
Paragon Capital Management (Kansas)
Kansas
$3.28M -$102K -290 -3%
CA
1945
Continuum Advisory
Idaho
$3.27M -$5.61K -16 -0.2%
HAC
1946
Harbor Advisory Corp
New Hampshire
$3.27M
IC
1947
Inscription Capital
Texas
$3.27M +$3.27M +11,708 New
MCCA
1948
Mill Creek Capital Advisors
Pennsylvania
$3.25M +$817K +2,332 +34%
WPW
1949
Waldron Private Wealth
Pennsylvania
$3.23M -$3.55M -10,136 -52%
AMCA
1950
Arthur M. Cohen & Associates
Illinois
$3.23M +$38.6K +110 +1%