4,289 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 1,759 increasing their positions, 1,836 reducing their positions, and 103 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: 1,759 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
NFG
3001
Nadler Financial Group
Illinois
$903K
PWA
3002
Primoris Wealth Advisors
Florida
$903K
MWA
3003
Moser Wealth Advisors
Washington
$902K
PCH
3004
PGIM Custom Harvest
New Jersey
$902K
CRIG
3005
Charter Research & Investment Group
Connecticut
$895K
NA
3006
Navellier & Associates
Nevada
$892K
PWA
3007
Provenance Wealth Advisors
Florida
$892K
OWM
3008
OneAscent Wealth Management
Alabama
$890K
FAG
3009
Fortitude Advisory Group
Washington
$889K
SPW
3010
Sonoma Private Wealth
California
$886K
APWA
3011
Atlas Private Wealth Advisors
New Jersey
$885K
AWS
3012
Aspen Wealth Strategies
Colorado
$884K
MEG
3013
Millstone Evans Group
Colorado
$884K
SPWG
3014
Sage Private Wealth Group
Illinois
$883K
UIM
3015
Unified Investment Management
Georgia
$881K
BTWM
3016
Brass Tax Wealth Management
Ohio
$881K
ES
3017
Eagle Strategies
New York
$880K
VT
3018
Volterra Technologies
New York
$878K
WIA
3019
Wealthedge Investment Advisors
New York
$876K
SQA
3020
Simon Quick Advisors
New Jersey
$874K
HWM
3021
Hemington Wealth Management
Virginia
$873K
LFA
3022
Laraway Financial Advisors
Minnesota
$870K
CAG
3023
Curtis Advisory Group
California
$870K
HFS
3024
Heritage Financial Services
Massachusetts
$870K
CPL
3025
CAP Partners LLC
Tennessee
$869K