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, 1,755 increasing their positions, 1,822 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
1,755
Reduced
1,822
Closed
103
Calls
$5.17B
Puts
$5.58B
Net Calls
-$408M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Shares
Change %
KNFPWM
2876
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.05M +$777K +2,189 +283%
WA
2877
Wealth Architects
California
$1.05M -$9.94K -28 -0.9%
FGWP
2878
Founders Grove Wealth Partners
Virginia
$1.04M -$120K -337 -10%
CFS
2879
Commonwealth Financial Services
West Virginia
$1.04M +$58.9K +166 +6%
MMEA
2880
Main Management ETF Advisors
California
$1.04M +$17K +48 +2%
AWA
2881
Amplius Wealth Advisors
Pennsylvania
$1.04M +$219K +616 +27%
SIC
2882
Samalin Investment Counsel
New York
$1.04M -$43K -121 -4%
VAF
2883
Values Added Financial
District of Columbia
$1.04M +$164K +461 +19%
YWM
2884
Yukon Wealth Management
Kansas
$1.04M -$508K -1,430 -33%
BC
2885
Brio Consultants
California
$1.04M -$18.8K -53 -2%
KFA
2886
Kapstone Financial Advisors
Ohio
$1.03M +$6.75K +19 +0.7%
AF
2887
Atala Financial
California
$1.03M
TCM
2888
Tufton Capital Management
Maryland
$1.03M -$12.4K -35 -1%
MWA
2889
Midland Wealth Advisors
Illinois
$1.03M -$285K -802 -22%
BFC
2890
Bedel Financial Consulting
Indiana
$1.03M +$18.1K +51 +2%
FCA
2891
FLC Capital Advisors
California
$1.03M
CCA
2892
Coign Capital Advisors
Utah
$1.03M +$11.7K +33 +1%
WG
2893
Wealth Group
North Carolina
$1.03M -$613K -1,726 -37%
BF
2894
Brucke Financial
Indiana
$1.02M +$3.2K +9 +0.3%
RIA
2895
Realta Investment Advisors
Delaware
$1.02M -$16.7K -47 -2%
MC
2896
Mayar Capital
United Kingdom
$1.02M -$1.03M -2,900 -50%
CIS
2897
Custom Index Systems
New York
$1.02M -$5.68K -16 -0.6%
HWMO
2898
Heritage Wealth Management (Ohio)
Ohio
$1.02M -$1.78K -5 -0.2%
FCM
2899
Fourpath Capital Management
Oklahoma
$1.02M +$28.4K +80 +3%
KFSC
2900
Keystone Financial Services (Colorado)
Colorado
$1.02M -$73.1K -206 -7%