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 %
PAMP
2976
Polar Asset Management Partners
Ontario, Canada
$923K +$923K +2,600 New
LPAM
2977
Lodestar Private Asset Management
California
$919K +$109K +307 +13%
SCA
2978
Sage Capital Advisors
South Dakota
$917K +$30.2K +85 +3%
SCA
2979
St. Clair Advisors
Ohio
$917K
WF
2980
Whelan Financial
California
$912K +$186K +523 +26%
WAOI
2981
Wealth Advisors of Iowa
Iowa
$911K -$44K -124 -5%
FB
2982
Finward Bancorp
Indiana
$911K -$21.3K -60 -2%
SCM
2983
SOL Capital Management
Maryland
$910K -$5.32K -15 -0.6%
AI
2984
Axecap Investments
Ohio
$907K +$907K +2,554 New
DSN
2985
D. Scott Neal
Kentucky
$905K
CWM
2986
Cahaba Wealth Management
Georgia
$904K -$77.4K -218 -8%
NFG
2987
Nadler Financial Group
Illinois
$903K -$59.7K -168 -6%
PWA
2988
Primoris Wealth Advisors
Florida
$903K +$4.62K +13 +0.5%
MWA
2989
Moser Wealth Advisors
Washington
$902K +$21.7K +61 +2%
PCH
2990
PGIM Custom Harvest
New Jersey
$902K -$29.5K -83 -3%
CRIG
2991
Charter Research & Investment Group
Connecticut
$895K
NA
2992
Navellier & Associates
Nevada
$892K
PWA
2993
Provenance Wealth Advisors
Florida
$892K -$358K -1,008 -29%
OWM
2994
OneAscent Wealth Management
Alabama
$890K +$234K +658 +36%
FAG
2995
Fortitude Advisory Group
Washington
$889K +$27.3K +77 +3%
SPW
2996
Sonoma Private Wealth
California
$886K -$8.88K -25 -1%
APWA
2997
Atlas Private Wealth Advisors
New Jersey
$885K +$25.6K +72 +3%
AWS
2998
Aspen Wealth Strategies
Colorado
$884K -$33K -93 -4%
MEG
2999
Millstone Evans Group
Colorado
$884K
SPWG
3000
Sage Private Wealth Group
Illinois
$883K +$19.2K +54 +2%