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
TA
2651
Tectonic Advisors
Texas
$1.38M
BMWS
2652
Brady Martz Wealth Solutions
North Dakota
$1.38M
BFG
2653
Birch Financial Group
New Hampshire
$1.37M
SMH
2654
Sanders Morris Harris
Texas
$1.37M
KA
2655
KDT Advisors
New York
$1.37M
SCM
2656
Spreng Capital Management
Ohio
$1.37M
CAL
2657
Capital Advisors Ltd
Ohio
$1.37M
PWP
2658
Phillips Wealth Planners
Mississippi
$1.37M
AWA
2659
Alta Wealth Advisors
Massachusetts
$1.37M
SAM
2660
Satovsky Asset Management
New York
$1.37M
EW
2661
Elyxium Wealth
California
$1.36M
T
2662
TrueFG
Texas
$1.36M
KWS
2663
Keystone Wealth Services
California
$1.36M
SAMC
2664
Spectrum Asset Management (California)
California
$1.36M
CC
2665
Constitution Capital
Connecticut
$1.36M
AFO
2666
Arrowroot Family Office
California
$1.36M
BIA
2667
Bigelow Investment Advisors
Maine
$1.35M
RIA
2668
Regal Investment Advisors
Michigan
$1.35M
AFG
2669
ABLE Financial Group
Arizona
$1.35M
WI
2670
WBI Investments
New Jersey
$1.35M
MAM
2671
McLean Asset Management
Virginia
$1.35M
TIM
2672
Tevis Investment Management
Texas
$1.35M
RIM
2673
Redwood Investment Management
Arizona
$1.34M
PW
2674
Paladin Wealth
Minnesota
$1.34M
AWA
2675
AGH Wealth Advisors
Kansas
$1.34M