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 %
WAM
2201
Worth Asset Management
Texas
$2.24M +$1.53M +4,378 +219%
CW
2202
Channel Wealth
California
$2.23M -$264K -752 -11%
HIM
2203
Harbour Investment Management
Washington
$2.23M -$120K -342 -5%
OPTFSNA
2204
Old Point Trust & Financial Services N A
Virginia
$2.22M +$251K +715 +13%
EFMC
2205
Empire Financial Management Company
New York
$2.21M
BFO
2206
Biltmore Family Office
North Carolina
$2.21M +$84.1K +240 +4%
LCWP
2207
Legacy Capital Wealth Partners
Arkansas
$2.21M -$62.4K -178 -3%
HFA
2208
High Falls Advisors
New York
$2.2M +$34K +97 +2%
CWA
2209
Crux Wealth Advisors
California
$2.2M -$12.3K -35 -0.6%
PMWMG
2210
Parr McKnight Wealth Management Group
Minnesota
$2.2M +$282K +805 +15%
GKWIM
2211
Gerber Kawasaki Wealth & Investment Management
California
$2.19M +$69.1K +197 +3%
WIC
2212
Wilkins Investment Counsel
Massachusetts
$2.19M +$2.1K +6 +0.1%
SHFA
2213
SC&H Financial Advisors
Maryland
$2.19M
TC
2214
TFR Capital
Texas
$2.19M +$453K +1,293 +26%
SPF
2215
South Plains Financial
Texas
$2.18M +$1.4K +4 +0.1%
TIA
2216
Traphagen Investment Advisors
New Jersey
$2.18M -$3.86K -11 -0.2%
MFG
2217
Menard Financial Group
Texas
$2.18M +$10.8K +31 +0.5%
CCAM
2218
Cascades Capital Asset Management
North Carolina
$2.18M +$3.15K +9 +0.1%
JFL
2219
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.17M -$279K -795 -11%
GAB
2220
German American Bancorp
Indiana
$2.17M -$30.8K -88 -1%
CWM
2221
Challenger Wealth Management
California
$2.17M +$67.3K +192 +3%
NGA
2222
Naples Global Advisors
Florida
$2.17M -$81K -231 -4%
FFA
2223
Fortune Financial Advisors
Kansas
$2.16M +$116K +330 +6%
HS
2224
HighVista Strategies
Massachusetts
$2.15M -$105K -300 -5%
BI
2225
Bolthouse Investments
California
$2.15M