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 %
CPRC
2951
Consolidated Portfolio Review Corp
New York
$958K +$12.1K +34 +1%
YIM
2952
Yoffe Investment Management
Pennsylvania
$957K +$355 +1 +0%
RCM
2953
Raleigh Capital Management
North Carolina
$956K +$156K +439 +19%
AWM
2954
Alterna Wealth Management
Texas
$952K -$444K -1,250 -32%
CPWA
2955
Cerro Pacific Wealth Advisors
California
$951K +$130K +366 +16%
AFG
2956
Allegheny Financial Group
Pennsylvania
$946K +$20.2K +57 +2%
WCM
2957
Wedge Capital Management
North Carolina
$943K +$33.7K +95 +4%
SIS
2958
Sound Income Strategies
Florida
$940K -$508K -1,431 -35%
AFGAS
2959
Allegiance Financial Group Advisory Services
Virginia
$939K +$46.5K +131 +5%
MTIC
2960
Missouri Trust & Investment Company
Missouri
$937K -$12.4K -35 -1%
GC
2961
Garde Capital
Washington
$937K +$34.4K +97 +4%
LF
2962
Lantz Financial
Illinois
$937K +$19.2K +54 +2%
YWS
2963
Yarger Wealth Strategies
Ohio
$936K +$78.8K +222 +9%
DBRC
2964
D.B. Root & Company
Pennsylvania
$934K +$14.9K +42 +2%
WMA
2965
West Michigan Advisors
Michigan
$933K -$13.8K -39 -1%
HTIM
2966
Harbour Trust & Investment Management
Indiana
$931K
DWP
2967
Destiny Wealth Partners
Florida
$931K +$488K +1,373 +110%
AA
2968
Addison Advisors
Vermont
$930K +$23.8K +67 +3%
GCA
2969
Gradient Capital Advisors
California
$930K +$9.94K +28 +1%
TW
2970
Traveka Wealth
California
$930K -$7.81K -22 -0.8%
PWM
2971
Proathlete Wealth Management
Florida
$929K +$5K +14 +0.5%
RIP
2972
RAM Investment Partners
Washington
$928K +$61.1K +172 +7%
SDWMA
2973
Schneider Downs Wealth Management Advisors
Pennsylvania
$925K -$50.4K -142 -5%
FI
2974
Financial Insights
Washington
$925K +$25.6K +72 +3%
IIM
2975
Intact Investment Management
Quebec, Canada
$923K -$1.14M -3,200 -55%