4,303 hedge funds and large institutions have $533B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 1,769 increasing their positions, 1,838 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: 1,769 | Existing positions reduced: 1,838

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: 685567 (-118)

Holders
4,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
567
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
WAOI
3001
Wealth Advisors of Iowa
Iowa
$911K
FB
3002
Finward Bancorp
Indiana
$911K
SCM
3003
SOL Capital Management
Maryland
$910K
AI
3004
Axecap Investments
Ohio
$907K
DSN
3005
D. Scott Neal
Kentucky
$905K
CWM
3006
Cahaba Wealth Management
Georgia
$904K
NFG
3007
Nadler Financial Group
Illinois
$903K
PWA
3008
Primoris Wealth Advisors
Florida
$903K
MWA
3009
Moser Wealth Advisors
Washington
$902K
PCH
3010
PGIM Custom Harvest
New Jersey
$902K
CRIG
3011
Charter Research & Investment Group
Connecticut
$895K
NA
3012
Navellier & Associates
Nevada
$892K
PWA
3013
Provenance Wealth Advisors
Florida
$892K
OWM
3014
OneAscent Wealth Management
Alabama
$890K
FAG
3015
Fortitude Advisory Group
Washington
$889K
SPW
3016
Sonoma Private Wealth
California
$886K
APWA
3017
Atlas Private Wealth Advisors
New Jersey
$885K
AWS
3018
Aspen Wealth Strategies
Colorado
$884K
MEG
3019
Millstone Evans Group
Colorado
$884K
SPWG
3020
Sage Private Wealth Group
Illinois
$883K
UIM
3021
Unified Investment Management
Georgia
$881K
BTWM
3022
Brass Tax Wealth Management
Ohio
$881K
ES
3023
Eagle Strategies
New York
$880K
VT
3024
Volterra Technologies
New York
$878K
WIA
3025
Wealthedge Investment Advisors
New York
$876K