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 %
LWM
2226
Lodestone Wealth Management
Washington
$2.15M +$6.31K +18 +0.3%
CFO
2227
CVA Family Office
Colorado
$2.14M +$43.1K +123 +2%
BWM
2228
BNC Wealth Management
Oregon
$2.14M -$28.7K -82 -1%
KCIC
2229
Kuhn & Co Investment Counsel
Illinois
$2.14M -$184K -524 -8%
FIM
2230
FWL Investment Management
Texas
$2.13M -$90.1K -257 -4%
XF
2231
XML Financial
Maryland
$2.13M -$89.7K -256 -4%
PWA
2232
Prairie Wealth Advisors
Nebraska
$2.13M -$38.6K -110 -2%
CCWM
2233
Correct Capital Wealth Management
Missouri
$2.13M +$700K +1,997 +49%
HWA
2234
HHM Wealth Advisors
Tennessee
$2.13M +$57.1K +163 +3%
IIC
2235
Ironwood Investment Counsel
Arizona
$2.13M +$70.1K +200 +3%
GCM
2236
Gladius Capital Management
Illinois
$2.12M -$1.32M -3,755 -38%
MCA
2237
MSH Capital Advisors
Arizona
$2.12M -$104K -296 -5%
ETCM
2238
Evolutionary Tree Capital Management
Virginia
$2.12M -$38.6K -110 -2%
CCA
2239
Childress Capital Advisors
Texas
$2.12M +$102K +291 +5%
AI
2240
Accredited Investors
Minnesota
$2.12M +$6.66K +19 +0.3%
DOA
2241
D'Orazio & Associates
Virginia
$2.11M +$66.2K +189 +3%
HWM
2242
Howard Wealth Management
Connecticut
$2.11M +$21K +60 +1%
KIM
2243
Kane Investment Management
California
$2.11M +$198K +565 +10%
SIA
2244
SkyView Investment Advisors
New Jersey
$2.11M -$37.2K -106 -2%
WRPWM
2245
Werba Rubin Papier Wealth Management
California
$2.1M +$26.3K +75 +1%
CPC
2246
Congress Park Capital
New York
$2.1M -$333K -950 -14%
BI
2247
Bradyco Inc
Massachusetts
$2.1M
SFP
2248
Sandbox Financial Partners
Maryland
$2.1M +$15.8K +45 +0.8%
WHCI
2249
W.H. Cornerstone Investments
Massachusetts
$2.09M +$738K +2,106 +55%
IFS
2250
Intelligent Financial Strategies
Minnesota
$2.09M -$27K -77 -1%