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 %
JSAM
2376
J. Safra Asset Management
New York
$1.81M +$269K +768 +18%
AWM
2377
Ariadne Wealth Management
California
$1.8M -$22.2K -63 -1%
SIC
2378
Sage Investment Counsel
Tennessee
$1.8M
MFG
2379
Monte Financial Group
Connecticut
$1.8M -$6.26K -19 -0.3%
CP
2380
Covenant Partners
Tennessee
$1.8M -$24.5K -70 -1%
LGA
2381
Lebenthal Global Advisors
New York
$1.79M -$142K -405 -7%
IA
2382
IFC Advisors
California
$1.79M +$825K +2,353 +85%
AW
2383
Alteri Wealth
California
$1.79M +$67.3K +192 +4%
FNBOH
2384
First National Bank of Hutchinson
Kansas
$1.79M +$375K +1,071 +27%
HI
2385
Harper Investing
California
$1.79M +$223K +635 +14%
PWM
2386
Prentice Wealth Management
New York
$1.78M +$5.26K +15 +0.3%
RGF
2387
Retirement Guys Formula
Ohio
$1.78M -$35K -100 -2%
PHS
2388
Pekin Hardy Strauss
Illinois
$1.77M -$171K -488 -9%
RA
2389
RoundAngle Advisors
New Jersey
$1.77M +$123K +351 +7%
BAM
2390
Berkshire Asset Management
Pennsylvania
$1.77M -$180K -513 -9%
VWA
2391
Visionary Wealth Advisors
Illinois
$1.77M +$20K +57 +1%
PCA
2392
Purkiss Capital Advisors
Connecticut
$1.77M +$546K +1,559 +45%
OL
2393
one8zero8 LLC
North Carolina
$1.76M +$4.91K +14 +0.3%
JWA
2394
JFS Wealth Advisors
Pennsylvania
$1.76M -$108K -309 -6%
ACM
2395
Allred Capital Management
Texas
$1.75M +$105K +300 +6%
CLC
2396
Charles-Lim Capital
Hong Kong
$1.75M -$23.6M -67,391 -93%
OWA
2397
Opal Wealth Advisors
New York
$1.75M -$103K -295 -6%
JCM
2398
Jacobsen Capital Management
Utah
$1.75M +$51.9K +148 +3%
CH
2399
Cromwell Holdings
Wyoming
$1.74M
PWSG
2400
Pacific Wealth Strategies Group
California
$1.74M -$9.46K -27 -0.5%