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 %
AL
2451
Aspiriant LLC
California
$1.64M -$11.6K -33 -0.7%
RGC
2452
Roberts, Glore & Co
Illinois
$1.63M +$20K +57 +1%
FA
2453
Fermata Advisors
California
$1.63M -$2.45K -7 -0.2%
MAWA
2454
Moss Adams Wealth Advisors
Washington
$1.62M +$351K +1,001 +28%
MCIA
2455
Mountain Capital Investment Advisors
Colorado
$1.62M +$13.1K +39 +0.8%
RW
2456
RVW Wealth
California
$1.62M +$1.33M +3,792 +452%
PSP
2457
Pacific Sage Partners
Washington
$1.62M +$350 +1 +0%
JWM
2458
Jessup Wealth Management
Ohio
$1.62M -$5.96K -17 -0.4%
FFC
2459
First Financial Corp
Indiana
$1.62M +$7.01K +20 +0.4%
WG
2460
Wealth Group
North Carolina
$1.62M +$29.8K +85 +2%
HCM
2461
Horiko Capital Management
New York
$1.61M
GIM
2462
Gold Investment Management
Alberta, Canada
$1.61M -$36.8K -105 -2%
3IP
2463
3Chopt Investment Partners
Virginia
$1.61M +$1.61M +4,596 New
BCM
2464
Birch Capital Management
Texas
$1.61M +$8.41K +24 +0.5%
BFIM
2465
Beese Fulmer Investment Management
Ohio
$1.61M +$33.6K +96 +2%
KIG
2466
Kennedy Investment Group
New Jersey
$1.61M -$129K -367 -7%
SA
2467
Sovran Advisors
California
$1.61M +$352K +1,067 +28%
PP
2468
Patron Partners
Texas
$1.6M +$60.6K +173 +4%
IIA
2469
Integral Investment Advisors
California
$1.6M +$861K +2,458 +116%
CPA
2470
Capital Performance Advisors
California
$1.6M +$863K +2,463 +117%
CFSG
2471
Clark Financial Services Group
Missouri
$1.6M +$177K +505 +12%
NWM
2472
Napa Wealth Management
California
$1.6M +$1.6M +4,567 New
HCP
2473
Hexagon Capital Partners
Arkansas
$1.6M +$53.3K +152 +3%
BSA
2474
Braun Stacey Associates
New York
$1.59M +$17.5K +50 +1%
AIM
2475
Alhambra Investment Management
Florida
$1.59M -$3.15K -9 -0.2%