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 %
CAG
1976
Cypress Advisory Group
Arizona
$3.12M
BWG
1977
Boomfish Wealth Group
Georgia
$3.12M -$109K -310 -3%
NF
1978
Nvest Financial
New Hampshire
$3.11M +$75.7K +216 +2%
CA
1979
Callahan Advisors
Texas
$3.11M
SFPG
1980
Stonebridge Financial Planning Group
Florida
$3.11M -$82.4K -235 -3%
EHWM
1981
Eads & Heald Wealth Management
Georgia
$3.11M -$184K -524 -6%
DIP
1982
DT Investment Partners
Pennsylvania
$3.1M -$255K -727 -8%
CWM
1983
Compass Wealth Management
Connecticut
$3.1M -$35K -100 -1%
KC
1984
Katamaran Capital
United Kingdom
$3.09M +$3.09M +8,831 New
CP
1985
Canopy Partners
Ohio
$3.09M -$147K -419 -5%
BLC
1986
Brown, Lisle/Cummings
Rhode Island
$3.09M +$35K +100 +1%
GS
1987
GTS Securities
New York
$3.06M -$1.13M -3,238 -27%
PA
1988
PFW Advisors
Georgia
$3.06M +$14K +40 +0.5%
DWM
1989
Drive Wealth Management
Utah
$3.05M +$1.27M +3,619 +71%
Koshinski Asset Management
1990
Koshinski Asset Management
Illinois
$3.04M +$80.3K +229 +3%
SXL
1991
Summit X LLC
Missouri
$3.04M +$187K +534 +7%
RBC
1992
Romano Brothers & Co
Illinois
$3.04M +$23.8K +68 +0.8%
SAI
1993
Systematic Alpha Investments
New Jersey
$3.04M
FWM
1994
ForthRight Wealth Management
Georgia
$3.03M
BAM
1995
Byrne Asset Management
New Jersey
$3.03M -$59.9K -171 -2%
F8IS
1996
Figure 8 Investment Strategies
Idaho
$3.02M +$29.1K +83 +1%
SOW
1997
State of Wyoming
Wyoming
$3.01M +$25.6K +73 +0.9%
RPCONE
1998
Retirement Planning Company of New England
Rhode Island
$3.01M -$21.4K -61 -0.7%
OFS
1999
OneAscent Financial Services
Alabama
$2.98M +$191K +549 +7%
MSFP
2000
Mark Sheptoff Financial Planning
Connecticut
$2.98M