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 %
SWMG
1951
Stillwater Wealth Management Group
Florida
$3.22M +$164K +469 +5%
CIA
1952
Compass Ion Advisors
Pennsylvania
$3.21M -$11.9K -34 -0.4%
DC
1953
DeDora Capital
California
$3.21M -$18.9K -54 -0.6%
BHIA
1954
Birch Hill Investment Advisors
Massachusetts
$3.2M +$114K +325 +4%
FA
1955
Fiduciary Alliance
South Carolina
$3.2M -$1.31M -3,744 -29%
CFP
1956
Catalyst Financial Partners
Massachusetts
$3.19M +$144K +411 +5%
WAS
1957
WESPAC Advisors SoCal
California
$3.19M -$224K -640 -7%
RAM
1958
Ramirez Asset Management
New York
$3.18M -$59.6K -170 -2%
FPCP
1959
Fort Point Capital Partners
California
$3.18M -$176K -501 -5%
RLH
1960
RD Lewis Holdings
Florida
$3.18M +$20.9K +60 +0.7%
UCMOK
1961
United Capital Management of KS
Kansas
$3.17M -$5.24M -14,944 -62%
MFG
1962
MidWestOne Financial Group
Iowa
$3.16M +$7.36K +21 +0.2%
WAG
1963
Winthrop Advisory Group
Massachusetts
$3.16M -$244K -695 -7%
TWM
1964
Thrive Wealth Management
Pennsylvania
$3.16M -$496K -1,416 -14%
AIA
1965
AssuredPartners Investment Advisors
Florida
$3.16M +$35.4K +101 +1%
WP
1966
Waycross Partners
Kentucky
$3.15M
TE
1967
Tema ETFs
New York
$3.15M +$1.86M +5,320 +145%
VCP
1968
Verus Capital Partners
Arizona
$3.14M -$82.4K -235 -3%
MPA
1969
Marvin & Palmer Associates
Delaware
$3.14M +$3.14M +8,966 New
LTI
1970
Laffer Tengler Investments
Tennessee
$3.14M -$487K -1,390 -13%
DE
1971
Diversified Enterprises
Delaware
$3.14M +$740K +2,113 +31%
SCI
1972
Stableford Capital II
Arizona
$3.13M -$723K -2,194 -19%
TSW
1973
Three Seasons Wealth
Utah
$3.13M -$9.81K -28 -0.3%
OCA
1974
Otter Creek Advisors
Florida
$3.12M -$2.06M -5,886 -40%
AA
1975
Alta Advisers
United Kingdom
$3.12M +$1.12M +3,200 +56%