4,291 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 1,761 increasing their positions, 1,835 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 1,761 | Existing positions reduced: 1,835

7% less call options, than puts

Call options by funds: $5.17B | Put options by funds: $5.58B

17% less funds holding in top 10

Funds holding in top 10: 683566 (-117)

Holders
4,291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.17B
Puts
$5.58B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFIC
2501
Bedell Frazier Investment Counselling
California
$1.61M
AU
2502
Algebris (UK)
United Kingdom
$1.6M
WEG
2503
World Equity Group
Illinois
$1.6M
WWM
2504
Whalen Wealth Management
Nevada
$1.6M
RPGK
2505
Retirement Planning Group (Kansas)
Kansas
$1.6M
FFC
2506
First Financial Corp
Indiana
$1.59M
UCB
2507
United Community Bank
South Carolina
$1.59M
WFAG
2508
Worth Financial Advisory Group
North Carolina
$1.59M
CWIG
2509
Chung Wu Investment Group
Texas
$1.59M
OL
2510
OneFund LLC
Florida
$1.59M
CIM
2511
CIM Investment Management
Pennsylvania
$1.59M
BCM
2512
Boreal Capital Management
Florida
$1.59M
FDCP
2513
Foster Dykema Cabot & Partners
Massachusetts
$1.59M
M1FG
2514
Mach-1 Financial Group
Arkansas
$1.58M
AIC
2515
Archer Investment Corporation
Indiana
$1.58M
BWM
2516
Baron Wealth Management
Michigan
$1.58M
KA
2517
Kozak & Associates
Colorado
$1.58M
OWA
2518
Outlook Wealth Advisors
Texas
$1.58M
NA
2519
Nordwand Advisors
Pennsylvania
$1.58M
CA
2520
Centerpoint Advisors
Massachusetts
$1.57M
CP
2521
Castleview Partners
Texas
$1.57M
VWM
2522
Vigilare Wealth Management
Arizona
$1.57M
FW
2523
FullCircle Wealth
Texas
$1.56M
RPSA
2524
Richard P. Slaughter Associates
Texas
$1.56M
HCM
2525
Hengehold Capital Management
Ohio
$1.56M