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 %
OWA
2026
One Wealth Advisors
California
$2.84M +$14.7K +42 +0.5%
FPL
2027
Fortress Private Ledger
North Carolina
$2.83M +$61.3K +175 +2%
SWM
2028
Selective Wealth Management
Virginia
$2.83M -$31K -93 -1%
GWSG
2029
GPS Wealth Strategies Group
Colorado
$2.83M +$16.5K +47 +0.6%
BLAM
2030
Bourne Lent Asset Management
New York
$2.82M
TNAM
2031
Terra Nova Asset Management
New York
$2.82M -$188K -537 -6%
EA
2032
Ellsworth Advisors
Ohio
$2.81M -$504K -1,439 -15%
QC
2033
Quent Capital
New York
$2.8M +$24.5K +70 +0.9%
FIM
2034
Freedom Investment Management
Connecticut
$2.8M -$59.6K -170 -2%
AHIA
2035
Andrew Hill Investment Advisors
Florida
$2.8M +$2.09M +5,977 +298%
LI
2036
Lafayette Investments
Maryland
$2.8M +$111K +318 +4%
CAM
2037
Cozad Asset Management
Illinois
$2.78M +$816K +2,328 +41%
ECM
2038
Element Capital Management
New York
$2.78M +$2.78M +7,926 New
SDWIA
2039
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.77M +$25.9K +74 +0.9%
GCM
2040
Geneva Capital Management
Wisconsin
$2.77M -$49.1K -140 -2%
SI
2041
Shaker Investments
Ohio
$2.77M -$44.9K -128 -2%
LWA
2042
Lineweaver Wealth Advisors
Ohio
$2.76M -$28.8K -82 -1%
AC
2043
Aristides Capital
Kentucky
$2.75M
LA
2044
Lynch & Associates
Indiana
$2.75M +$24.5K +70 +0.9%
AWM
2045
Aprio Wealth Management
Georgia
$2.74M +$419K +1,195 +18%
AWE
2046
Avidian Wealth Enterprises
Texas
$2.74M -$375K -1,070 -12%
CFCI
2047
Comprehensive Financial Consultants Institutional
Indiana
$2.74M -$141K -402 -5%
KA
2048
Klingman & Associates
New York
$2.74M +$73.9K +211 +3%
LP
2049
LMR Partners
United Kingdom
$2.74M
ZIG
2050
Zuckerman Investment Group
Illinois
$2.73M +$18.9K +54 +0.7%