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 %
TCG
2001
Tremblant Capital Group
Florida
$2.97M +$129K +369 +5%
SFO
2002
Stokes Family Office
Louisiana
$2.97M -$845K -2,411 -22%
JIC
2003
Joel Isaacson & Co
New York
$2.97M +$299K +854 +11%
SWM
2004
Sculati Wealth Management
Michigan
$2.97M +$96.7K +276 +3%
WWM
2005
WT Wealth Management
Arizona
$2.96M -$444K -1,268 -13%
DCM
2006
Dudley Capital Management
Virginia
$2.96M
SW
2007
SkyOak Wealth
Michigan
$2.95M -$35K -100 -1%
HIC
2008
Holderness Investments Company
North Carolina
$2.95M +$87.6K +250 +3%
MA
2009
MONECO Advisors
Connecticut
$2.93M -$180K -514 -6%
BA
2010
Ballast Advisors
Minnesota
$2.93M +$112K +321 +4%
SP
2011
Stonebrook Private
Michigan
$2.93M +$98.5K +281 +3%
WB
2012
WesBanco Bank
West Virginia
$2.93M +$120K +342 +4%
BFA
2013
Beacon Financial Advisory
Ohio
$2.91M +$121K +345 +4%
PPWM
2014
Paragon Private Wealth Management
Kentucky
$2.91M -$169K -482 -5%
LI
2015
Louisbourg Investments
New Brunswick, Canada
$2.91M -$785K -2,950 -21%
SFM
2016
Systematic Financial Management
New Jersey
$2.91M
HA
2017
Helium Advisors
Washington
$2.89M -$49.8K -142 -2%
MFP
2018
Meridian Financial Partners
Virginia
$2.88M -$61K -174 -2%
OFS
2019
Orrstown Financial Services
Pennsylvania
$2.88M -$206K -589 -7%
PH
2020
Pinnacle Holdings
Oklahoma
$2.88M -$154K -438 -5%
IC
2021
Iconiq Capital
California
$2.87M +$442K +1,261 +18%
AWC
2022
Abundance Wealth Counselors
Pennsylvania
$2.87M -$58.7K -170 -2%
MSFS
2023
Main Street Financial Solutions
Pennsylvania
$2.86M -$33.6K -96 -1%
CNBT
2024
Canandaigua National Bank & Trust
New York
$2.85M -$383K -1,094 -12%
AF
2025
AGP Franklin
Tennessee
$2.84M +$20.5K +61 +0.7%