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 %
AA
2101
Argent Advisors
Louisiana
$2.56M +$369K +1,061 +17%
FAIM
2102
Financial Advocates Investment Management
Washington
$2.55M -$5.16M -14,715 -67%
PFWA
2103
Paces Ferry Wealth Advisors
Georgia
$2.55M -$28K -80 -1%
UBV
2104
United Bank (Virginia)
Virginia
$2.55M +$313K +892 +14%
BFA
2105
Brown Financial Advisors
Ohio
$2.55M -$9.81K -28 -0.4%
SIG
2106
Sky Investment Group
Connecticut
$2.54M
AWG
2107
Altus Wealth Group
Colorado
$2.54M +$23.5K +67 +0.9%
MCM
2108
Manchester Capital Management
Vermont
$2.54M +$171K +488 +7%
LAM
2109
L2 Asset Management
Massachusetts
$2.54M +$295K +843 +13%
EWM
2110
EPG Wealth Management
Georgia
$2.54M +$349K +995 +16%
KFGK
2111
Keystone Financial Group (Kentucky)
Kentucky
$2.54M -$27.7K -79 -1%
AWMT
2112
AAFMAA Wealth Management & Trust
North Carolina
$2.52M -$354K -1,009 -12%
PBC
2113
Pavion Blue Capital
California
$2.52M -$4.21K -12 -0.2%
VBCG
2114
Valley Brook Capital Group
Pennsylvania
$2.51M +$110K +315 +5%
BCM
2115
Barden Capital Management
Texas
$2.51M +$27K +77 +1%
EGA
2116
E&G Advisors
Texas
$2.51M -$35K -100 -1%
MLA
2117
My Legacy Advisors
Oregon
$2.51M +$81.3K +232 +3%
GAA
2118
Global Assets Advisory
Florida
$2.49M +$1.67M +5,090 +203%
TFA
2119
Teamwork Financial Advisors
Texas
$2.49M -$401K -1,145 -14%
AF
2120
Advisornet Financial
Minnesota
$2.49M +$103K +295 +4%
FPWM
2121
FSB Premier Wealth Management
Iowa
$2.49M -$45.2K -129 -2%
NWAG
2122
Net Worth Advisory Group
Utah
$2.49M +$54.7K +156 +2%
QPWM
2123
Quadrant Private Wealth Management
Pennsylvania
$2.47M -$14.7K -42 -0.6%
APA
2124
Astoria Portfolio Advisors
New York
$2.47M +$477K +1,426 +24%
FBT
2125
First Bankers Trust
Kentucky
$2.47M -$210K -600 -8%