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
TWP
2601
Triad Wealth Partners
Kansas
$1.44M
PWM
2602
Paulson Wealth Management
Illinois
$1.44M
PAM
2603
PCG Asset Management
New Jersey
$1.44M
MPWS
2604
McCarter Private Wealth Services
Massachusetts
$1.44M
SWM
2605
Shelton Wealth Management
Texas
$1.44M
FBT
2606
First Bank & Trust
South Dakota
$1.44M
TNBTD
2607
Trustmark National Bank Trust Department
Mississippi
$1.43M
FFA
2608
Fi3 Financial Advisors
Indiana
$1.43M
AIS
2609
AM Investment Strategies
Tennessee
$1.43M
PGWM
2610
Parisi Gray Wealth Management
New Jersey
$1.43M
DTC
2611
Davidson Trust Company
Washington
$1.43M
OCM
2612
Orion Capital Management
California
$1.43M
CTFG
2613
Capstone Triton Financial Group
Oklahoma
$1.43M
SGAM
2614
Smith Group Asset Management
Texas
$1.43M
GC
2615
Gould Capital
Washington
$1.43M
HWA
2616
Heartwood Wealth Advisors
Virginia
$1.42M
VFG
2617
Victory Financial Group
Texas
$1.42M
VV
2618
Verity & Verity
South Carolina
$1.42M
HA
2619
Harbor Advisors
Florida
$1.42M
PMG
2620
Private Management Group
California
$1.42M
CWM
2621
Crowley Wealth Management
Delaware
$1.42M
TM
2622
TigerOak Management
New Mexico
$1.42M
4WM
2623
49 Wealth Management
Texas
$1.42M
CRI
2624
Colonial River Investments
Virginia
$1.42M
SB
2625
Sunflower Bank
Texas
$1.42M