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 %
TCM
2176
Tang Capital Management
California
$2.3M +$649K +1,852 +39%
CC
2177
Cadinha & Co
Hawaii
$2.3M +$350 +1 +0%
LWAM
2178
Legacy Wealth Asset Management
Minnesota
$2.29M -$73.9K -211 -3%
TWM
2179
TriaGen Wealth Management
California
$2.29M -$26.3K -75 -1%
PL
2180
Plancorp LLC
Missouri
$2.28M +$383K +1,094 +20%
CCMW
2181
Cypress Capital Management (Wyoming)
Wyoming
$2.28M -$151K -431 -6%
CIG
2182
Cascade Investment Group
Colorado
$2.27M -$110K -315 -5%
IUHSA
2183
Itau Unibanco Holding S.A.
Brazil
$2.27M +$735K +2,097 +48%
DWM
2184
Darwin Wealth Management
Florida
$2.27M
ECA
2185
Elevated Capital Advisors
Utah
$2.27M -$131K -374 -5%
VCM
2186
Versant Capital Management
Arizona
$2.27M +$681K +1,942 +43%
WA
2187
WBH Advisory
Maryland
$2.27M -$20.7K -59 -0.9%
DI
2188
DAGCO Inc
Ohio
$2.26M -$45.9K -131 -2%
PIA
2189
Pinion Investment Advisors
Kansas
$2.26M -$59.6K -170 -3%
MIM
2190
Moseley Investment Management
Florida
$2.26M +$7.01K +20 +0.3%
MCM
2191
Monument Capital Management
Virginia
$2.26M +$33.6K +96 +2%
MWM
2192
Mindset Wealth Management
Indiana
$2.26M +$5.96K +17 +0.3%
MWM
2193
MGB Wealth Management
Texas
$2.26M +$245K +703 +12%
NA
2194
Nautilus Advisors
California
$2.24M
HP
2195
Hilltop Partners
Indiana
$2.24M -$218K -622 -9%
CSI
2196
Cross Staff Investments
New York
$2.24M +$95.7K +273 +4%
CCM
2197
Conway Capital Management
California
$2.24M +$158K +450 +8%
BWP
2198
BSW Wealth Partners
Colorado
$2.24M +$20.7K +59 +0.9%
SOS
2199
Silver Oak Securities
Tennessee
$2.24M +$79.9K +233 +4%
ICP
2200
Interchange Capital Partners
Pennsylvania
$2.24M +$56.1K +160 +3%