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 %
AFW
2426
Avantra Family Wealth
Pennsylvania
$1.69M +$20.7K +59 +1%
TIA
2427
Tiemann Investment Advisors
California
$1.69M -$28K -80 -2%
LAI
2428
Legal Advantage Investments
California
$1.68M
NAM
2429
Nutshell Asset Management
United Kingdom
$1.68M +$1.68M +4,800 New
LPFG
2430
Landing Point Financial Group
Ohio
$1.68M -$46.6K -133 -3%
GPI
2431
General Partner Inc
Pennsylvania
$1.68M
WAG
2432
Wallace Advisory Group
California
$1.67M -$632 -2 -0%
FC
2433
Fulcrum Capital
Washington
$1.67M -$351K -1,001 -17%
HFA
2434
Harbert Fund Advisors
Alabama
$1.66M -$526K -1,500 -24%
AFS
2435
Aft Forsyth & Sober
Florida
$1.66M
CWM
2436
Circle Wealth Management
New Jersey
$1.66M -$407K -1,160 -20%
BFA
2437
Bill Few Associates
Pennsylvania
$1.66M -$20.7K -59 -1%
VWM
2438
Vigilare Wealth Management
Arizona
$1.66M
NDSI
2439
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M -$85.9K -245 -5%
IP
2440
Investment Partners
Ohio
$1.66M -$145K -413 -8%
FW
2441
FullCircle Wealth
Texas
$1.66M +$16.9K +50 +1%
WCWM
2442
Willow Creek Wealth Management
California
$1.65M +$3.51K +10 +0.2%
TC
2443
Trust Company
Kansas
$1.65M -$217K -620 -12%
BWM
2444
Buckley Wealth Management
Nevada
$1.65M +$6.31K +18 +0.4%
HAI
2445
Hennessy Advisors Inc
California
$1.65M -$35K -100 -2%
CSIC
2446
Clifford Swan Investment Counsel
California
$1.64M -$11.2K -32 -0.7%
IA
2447
IFG Advisory
Georgia
$1.64M +$54.7K +156 +3%
CFA
2448
Cahill Financial Advisors
Minnesota
$1.64M +$7.71K +22 +0.5%
CAM
2449
Claret Asset Management
Quebec, Canada
$1.64M +$297K +848 +22%
MMPW
2450
Mitchell McLeod Pugh & Williams
Alabama
$1.64M +$350 +1 +0%