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 %
FFM
2301
Fullerton Fund Management
Singapore
$1.94M +$1.94M +5,549 New
FNA
2302
First National Advisers
Nebraska
$1.94M -$195K -556 -9%
PPWM
2303
Perissos Private Wealth Management
Oklahoma
$1.93M -$315K -898 -14%
KWM
2304
Kingsman Wealth Management
Florida
$1.93M +$1.93M +5,521 New
BWP
2305
Balboa Wealth Partners
Arizona
$1.93M -$254K -724 -12%
DBIA
2306
Dumont & Blake Investment Advisors
New Jersey
$1.93M
HBW
2307
Hazlett, Burt & Watson
West Virginia
$1.93M +$27K +77 +1%
SAF
2308
Smith Anglin Financial
Texas
$1.93M -$30.8K -88 -2%
TCPW
2309
Twin City Private Wealth
North Carolina
$1.93M -$183K -521 -9%
EC
2310
Enhancing Capital
Pennsylvania
$1.93M -$576K -1,644 -23%
PFG
2311
Putney Financial Group
California
$1.93M -$3.51K -10 -0.2%
LWM
2312
Level Wealth Management
North Carolina
$1.93M -$127K -362 -6%
WPW
2313
Watershed Private Wealth
Illinois
$1.93M
NAS
2314
Nicolet Advisory Services
Wisconsin
$1.92M +$79.9K +246 +4%
DFCM
2315
Dark Forest Capital Management
Puerto Rico
$1.92M -$2M -5,721 -51%
1IA
2316
1834 Investment Advisors
Wisconsin
$1.92M +$75.7K +216 +4%
PFA
2317
Pure Financial Advisors
California
$1.92M +$293K +836 +18%
GSB
2318
Greenfield Savings Bank
Massachusetts
$1.92M +$43.5K +124 +2%
PFG
2319
Prosperity Financial Group
California
$1.91M +$60.3K +172 +3%
LOIP
2320
Live Oak Investment Partners
Texas
$1.91M +$1.91M +5,455 New
TF
2321
TLWM Financial
Texas
$1.9M +$42.4K +121 +2%
ECM
2322
Eisler Capital Management
United Kingdom
$1.89M +$1.8M +5,127 +1,851%
PWP
2323
Prasad Wealth Partners
Ohio
$1.89M +$7.36K +21 +0.4%
XWM
2324
Xcel Wealth Management
Florida
$1.89M
CPC
2325
CFC Planning Company
Indiana
$1.89M +$107K +305 +6%