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 %
SF
2151
Slagle Financial
Illinois
$2.4M +$12.3K +35 +0.5%
OWCM
2152
One Wealth Capital Management
Arizona
$2.4M +$167K +476 +7%
SPWM
2153
Schrum Private Wealth Management
Florida
$2.39M
KAM
2154
Karani Asset Management
New York
$2.39M +$924K +2,637 +63%
MFC
2155
Mechanics Financial Corp
Ohio
$2.39M -$36.8K -105 -2%
SIM
2156
Stratos Investment Management
Ohio
$2.38M -$91.5K -261 -4%
PBT
2157
Pictet Bank & Trust
Bahamas
$2.38M -$818K -2,333 -26%
PHIMC
2158
Private Harbour Investment Management & Counsel
Ohio
$2.37M -$122K -348 -5%
DF
2159
Donoghue Forlines
Massachusetts
$2.37M +$2.37M +6,764 New
DCM
2160
Davis Capital Management
Florida
$2.37M -$1.75K -5 -0.1%
ANB
2161
Amarillo National Bank
Texas
$2.36M
CAM
2162
Covenant Asset Management
New Jersey
$2.35M
LSIA
2163
LaSalle St. Investment Advisors
Illinois
$2.35M +$69.4K +198 +3%
EFG
2164
Ethos Financial Group
Pennsylvania
$2.35M +$731K +2,236 +45%
BSB
2165
Bangor Savings Bank
Maine
$2.34M -$52.6K -150 -2%
IA
2166
Icon Advisers
Colorado
$2.33M
PWW
2167
Pettyjohn Wood & White
Virginia
$2.33M +$86.9K +248 +4%
MA
2168
MJP Associates
Connecticut
$2.33M -$151K -432 -6%
CPIA
2169
Cornell Pochily Investment Advisors
New York
$2.33M -$73.6K -210 -3%
BC
2170
Bowman & Company
Wisconsin
$2.32M +$156K +446 +7%
VA
2171
Valmark Advisers
Ohio
$2.32M -$224K -639 -9%
CPBTD
2172
Central Pacific Bank - Trust Division
Hawaii
$2.32M -$31.5K -90 -1%
UAML
2173
US Asset Management LLC
Pennsylvania
$2.31M -$6.31K -18 -0.3%
MFFIA
2174
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.31M
WP
2175
Westmount Partners
California
$2.31M -$9.81K -28 -0.4%