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 %
KFS
2251
Kurt F. Somerville
$2.08M -$35K -100 -2%
TF
2252
Trek Financial
Arizona
$2.07M +$40.3K +115 +2%
PWM
2253
Pines Wealth Management
North Carolina
$2.07M +$21.3K +69 +1%
UAG
2254
United Advisor Group
Ohio
$2.07M -$155K -443 -7%
APW
2255
Austin Private Wealth
Texas
$2.07M +$130K +370 +7%
LI
2256
LRI Investments
Florida
$2.07M +$56.8K +862 +3%
PCG
2257
PFC Capital Group
California
$2.07M -$102K -290 -5%
AWM
2258
Aviso Wealth Management
Washington
$2.06M +$44.5K +127 +2%
4WM
2259
44 Wealth Management
Oregon
$2.06M +$259K +739 +14%
MCM
2260
Mainstay Capital Management
Michigan
$2.06M -$129K -369 -6%
TAM
2261
Tealwood Asset Management
Minnesota
$2.06M -$19.3K -55 -0.9%
CASB
2262
Cape Ann Savings Bank
Massachusetts
$2.06M -$335K -955 -14%
NFA
2263
Northern Financial Advisors
Michigan
$2.05M -$30.1K -86 -1%
TIA
2264
Trust Investment Advisors
Indiana
$2.04M +$378K +1,078 +23%
Financial Engines Advisors
2265
Financial Engines Advisors
California
$2.04M -$45.6K -130 -2%
RCA
2266
Roberts Capital Advisors
Colorado
$2.04M
ZF
2267
Zhang Financial
Michigan
$2.04M -$159K -453 -7%
LCM
2268
Lazari Capital Management
California
$2.04M -$38.2K -109 -2%
CPSC
2269
Carl P. Sherr & Co
Massachusetts
$2.04M -$3.51K -10 -0.2%
ACM
2270
Absolute Capital Management
Pennsylvania
$2.04M +$640K +1,827 +46%
TLCM
2271
Twin Lakes Capital Management
California
$2.03M +$2.8K +8 +0.1%
IIM
2272
Intact Investment Management
Quebec, Canada
$2.03M -$2.31M -6,600 -53%
FCAS
2273
First Command Advisory Services
Texas
$2.03M -$123K -350 -6%
MC
2274
Mayar Capital
United Kingdom
$2.03M -$8.69M -24,800 -81%
SFG
2275
Sovereign Financial Group
Connecticut
$2.02M -$271K -774 -12%