4,261 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 224 funds opening new positions, 1,754 increasing their positions, 1,823 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,261
Holders Change
+40
Holders Change %
+0.95%
% of All Funds
57.1%
Holding in Top 10
564
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-17.42%
% of All Funds
7.56%
New
224
Increased
1,754
Reduced
1,823
Closed
103
Calls
$5.17B
Puts
$5.58B
Net Calls
-$408M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
2526
VisionPoint Advisory Group
Texas
$1.54M +$842K +2,372 +121%
HCM
2527
Hutner Capital Management
Vermont
$1.54M +$600K +1,690 +64%
RW
2528
RVW Wealth
California
$1.54M -$107K -300 -6%
NLGIA
2529
Nippon Life Global Investors Americas
New York
$1.54M +$3.55K +10 +0.2%
CFA
2530
Cahill Financial Advisors
Minnesota
$1.54M -$125K -352 -8%
CMI
2531
Clare Market Investments
Texas
$1.53M +$364K +1,025 +31%
1WM
2532
1900 Wealth Management
Texas
$1.53M -$13.8K -39 -0.9%
RFS
2533
Richardson Financial Services
Massachusetts
$1.53M -$7.82K -22 -0.5%
AIP
2534
Alexis Investment Partners
Texas
$1.53M -$30.1K -86 -2%
PFA
2535
Professional Financial Advisors
Nebraska
$1.53M +$21.3K +60 +1%
BWM
2536
BigSur Wealth Management
Florida
$1.53M
DF
2537
Dunhill Financial
United Kingdom
$1.53M +$30.2K +85 +2%
HAI
2538
Hennessy Advisors Inc
California
$1.53M -$142K -400 -9%
FFG
2539
Frisch Financial Group
New York
$1.53M +$695K +1,959 +84%
YP
2540
YANKCOM Partnership
South Dakota
$1.52M +$82.7K +233 +6%
BEAM
2541
Baker Ellis Asset Management
Washington
$1.52M -$312K -878 -17%
SIC
2542
Sterling Investment Counsel
New York
$1.52M -$2.89M -8,130 -65%
FA
2543
Fiducient Advisors
Illinois
$1.52M -$35.5K -100 -2%
WIM
2544
WealthPlan Investment Management
Nebraska
$1.52M +$1.12M +3,151 +280%
CAM
2545
Claret Asset Management
Quebec, Canada
$1.51M -$144K -405 -9%
NSIM
2546
North Star Investment Management
Illinois
$1.51M +$33.7K +95 +2%
PWMG
2547
Pinnacle Wealth Management Group
Michigan
$1.51M -$24.5K -69 -2%
UFF
2548
USA Financial Formulas
Michigan
$1.51M -$20.9K -59 -1%
PSP
2549
Pacific Sage Partners
Washington
$1.51M -$134K -377 -8%
HFM
2550
Hartford Funds Management
Pennsylvania
$1.51M +$49.7K +140 +3%