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 %
CPW
2926
Crestmont Private Wealth
Texas
$992K +$65.3K +184 +7%
LF
2927
Lee Financial
Texas
$988K -$48.3K -136 -5%
GBWM
2928
Granite Bay Wealth Management
New Hampshire
$988K +$710 +2 +0.1%
AIP
2929
ARS Investment Partners
New York
$988K +$30.5K +86 +3%
SWA
2930
SOA Wealth Advisors
New York
$986K +$6.92K +169 +0.7%
NP
2931
Ninepoint Partners
Ontario, Canada
$986K -$70.7K -199 -7%
WSWA
2932
Warren Street Wealth Advisors
California
$984K +$89.1K +251 +10%
BW
2933
BIP Wealth
Georgia
$983K -$58.9K -166 -6%
GF
2934
Gries Financial
Ohio
$981K -$88.4K -249 -8%
EFH
2935
Eaton Financial Holdings
Florida
$979K -$376K -1,060 -28%
IF
2936
Intrua Financial
Texas
$975K -$34.1K -96 -3%
OP
2937
ORG Partners
Indiana
$975K +$189K +532 +24%
AWM
2938
Act Wealth Management
Texas
$974K +$140K +393 +17%
ALC
2939
Alexander Labrunerie & Co
Missouri
$971K
LI
2940
LifeWealth Investments
Florida
$970K +$225K +634 +30%
FF
2941
Friedenthal Financial
New Jersey
$969K +$969K +2,730 New
HP
2942
Haven Private
Florida
$969K +$258K +726 +36%
WPW
2943
Warther Private Wealth
Ohio
$967K -$50.1K -141 -5%
AA
2944
Apriem Advisors
California
$967K
ERWM
2945
Elk River Wealth Management
Colorado
$967K
YAVAPFMC
2946
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$966K
AFA
2947
Arlington Financial Advisors
California
$966K -$16.7K -47 -2%
GSIAS
2948
Garden State Investment Advisory Services
New Jersey
$964K +$98.4K +276 +11%
FFG
2949
Floyd Financial Group
Missouri
$962K -$157K -437 -14%
BOPW
2950
Brandywine Oak Private Wealth
Pennsylvania
$958K -$19.5K -55 -2%