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 %
JSL
2076
JT Stratford LLC
Georgia
$2.62M +$1.56M +4,440 +146%
LD
2077
Lipe & Dalton
New York
$2.62M -$202K -575 -7%
SAM
2078
Strategy Asset Managers
California
$2.62M +$76K +217 +3%
SA
2079
SRN Advisors
Pennsylvania
$2.62M -$789K -2,251 -23%
NED
2080
Nancy E. Dempze
$2.62M -$463K -1,320 -15%
RMC
2081
Resources Management Corp
Connecticut
$2.62M -$41K -117 -2%
LA
2082
LM Advisors
California
$2.61M +$17.2K +49 +0.7%
SCP
2083
Stamos Capital Partners
California
$2.61M -$1.29M -3,677 -33%
NB
2084
Northwest Bancshares
Pennsylvania
$2.61M -$151K -432 -5%
TCBWMS
2085
Texas Capital Bank Wealth Management Services
Texas
$2.61M +$1.14M +3,260 +78%
SSW
2086
Stone Summit Wealth
Florida
$2.61M +$133K +379 +5%
SFWC
2087
Strategic Family Wealth Counselors
New Jersey
$2.61M +$52.6K +150 +2%
NPA
2088
Nichols & Pratt Advisers
Massachusetts
$2.6M -$475K -1,355 -15%
WAAG
2089
Wealth Alliance Advisory Group
Kansas
$2.59M -$210K -598 -7%
NAMP
2090
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.59M
CFA
2091
Camarda Financial Advisors
Florida
$2.59M -$64.1K -183 -2%
EI
2092
Ellevest Inc
New York
$2.58M +$303K +865 +13%
BCP
2093
Blackhawk Capital Partners
Wisconsin
$2.58M +$26.6K +76 +1%
ZIG
2094
Zullo Investment Group
Pennsylvania
$2.58M +$32.6K +93 +1%
USWG
2095
U.S. Wealth Group
New York
$2.58M -$81K -231 -3%
AIM
2096
Aspen Investment Management
Michigan
$2.57M +$65.2K +186 +3%
HIC
2097
Harvey Investment Company
Kentucky
$2.57M
BCA
2098
Bay Colony Advisors
Massachusetts
$2.56M +$4.11K +12 +0.2%
FFS
2099
Flavin Financial Services
Florida
$2.56M +$52.9K +151 +2%
OBWG
2100
Onyx Bridge Wealth Group
New York
$2.56M +$53.6K +153 +2%