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 %
PSB
2351
Piscataqua Savings Bank
New Hampshire
$1.85M -$46.6K -133 -2%
HIMS
2352
Hager Investment Management Services
New Hampshire
$1.85M -$335K -956 -15%
LWL
2353
Leo Wealth LLC
Texas
$1.85M -$934K -2,666 -34%
APIM
2354
Agate Pass Investment Management
Washington
$1.85M +$30.1K +86 +2%
BCG
2355
Breakwater Capital Group
New Jersey
$1.85M +$676K +1,929 +58%
ARC
2356
Advisor Resource Council
Texas
$1.85M +$1.85M +6,675 New
WCM
2357
Winthrop Capital Management
Indiana
$1.85M +$55.4K +158 +3%
GIM
2358
Generali Investments Management
Slovenia
$1.84M +$289K +825 +19%
IWA
2359
IVC Wealth Advisors
Pennsylvania
$1.84M -$31.2K -89 -2%
TPWM
2360
Twelve Points Wealth Management
Massachusetts
$1.84M +$21.4K +61 +1%
NNPTE
2361
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.84M -$5.26K -15 -0.3%
NERM
2362
New England Research & Management
Illinois
$1.83M -$8.76K -25 -0.5%
1M
2363
1248 Management
Missouri
$1.83M -$184K -524 -9%
FI
2364
Fosun International
China
$1.83M
GPFA
2365
Game Plan Financial Advisors
Ohio
$1.83M +$31.9K +91 +2%
EFL
2366
ERn Financial LLC
Wisconsin
$1.82M -$45.9K -131 -2%
DAM
2367
Delta Asset Management
Tennessee
$1.82M -$2.1K -6 -0.1%
AB
2368
Atlas Brown
Kentucky
$1.82M -$36.1K -103 -2%
GC
2369
Guardian Capital
Ontario, Canada
$1.82M +$32.6K +93 +2%
KA
2370
Kovack Advisors
Florida
$1.82M -$110K -314 -6%
PCFFS
2371
Pacific Center for Financial Services
California
$1.81M -$61.7K -176 -3%
PBK
2372
Peoples Bank (Kansas)
Kansas
$1.81M -$19.3K -55 -1%
SJIM
2373
St. Johns Investment Management
Florida
$1.81M -$81K -231 -4%
BEAM
2374
Baker Ellis Asset Management
Washington
$1.81M +$93.9K +268 +5%
MW
2375
MBL Wealth
North Carolina
$1.81M -$91.8K -262 -5%