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
BFA
2801
Bragg Financial Advisors
North Carolina
$1.19M
MSWM
2802
Mowery & Schoenfeld Wealth Management
Illinois
$1.19M
BWG
2803
Berry Wealth Group
Texas
$1.19M
MS
2804
Madden Securities
Texas
$1.19M
WA
2805
Waddell & Associates
Tennessee
$1.19M
BWM
2806
BankPlus Wealth Management
Mississippi
$1.18M
HP
2807
Holistic Planning
Texas
$1.18M
IAS
2808
Investment Advisory Services
Texas
$1.18M
MIM
2809
MTM Investment Management
South Carolina
$1.18M
GWM
2810
GK Wealth Management
Nevada
$1.18M
BCP
2811
Berkeley Capital Partners
Georgia
$1.17M
FG
2812
Foster Group
Iowa
$1.17M
FIB
2813
First Interstate Bank
Montana
$1.17M
SWM
2814
Salvus Wealth Management
New Jersey
$1.17M
FH
2815
FWG Holdings
Florida
$1.17M
NLP
2816
Next Level Private
New York
$1.17M
GAA
2817
Global Assets Advisory
Florida
$1.17M
DMBA
2818
Deseret Mutual Benefit Administrators
Utah
$1.16M
CPA
2819
Cardiff Park Advisors
California
$1.16M
CA
2820
Calton & Associates
Florida
$1.16M
RA
2821
Rockingstone Advisors
Massachusetts
$1.16M
IIC
2822
Integrated Investment Consultants
Michigan
$1.16M
FPB
2823
First PREMIER Bank
South Dakota
$1.16M
HL
2824
HeadInvest LLC
Maine
$1.16M
WMA
2825
Wealth Management Associates
New Jersey
$1.16M