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 %
UIM
3001
Unified Investment Management
Georgia
$881K +$12.4K +35 +1%
BTWM
3002
Brass Tax Wealth Management
Ohio
$881K +$12.4K +35 +1%
ES
3003
Eagle Strategies
New York
$880K -$93.7K -264 -10%
VT
3004
Volterra Technologies
New York
$878K +$878K +2,472 New
WIA
3005
Wealthedge Investment Advisors
New York
$876K -$24.9K -70 -3%
HWM
3006
Hemington Wealth Management
Virginia
$873K +$12.8K +36 +1%
CAG
3007
Curtis Advisory Group
California
$870K
LFA
3008
Laraway Financial Advisors
Minnesota
$870K
HFS
3009
Heritage Financial Services
Massachusetts
$870K +$549K +1,547 +171%
CPL
3010
CAP Partners LLC
Tennessee
$869K -$14.9K -42 -2%
HC
3011
Hamilton Capital
Ohio
$868K +$60.7K +171 +8%
FAM
3012
Fairtree Asset Management
South Africa
$867K +$419K +1,181 +94%
MPIA
3013
Mountain Pacific Investment Advisers
Idaho
$867K -$337K -950 -28%
A
3014
AlphaQuest
New York
$865K -$861K -2,426 -50%
TCM
3015
Tandem Capital Management
New Jersey
$865K
BFAG
3016
Blackston Financial Advisory Group
Florida
$865K +$14.9K +42 +2%
CWA
3017
Consilium Wealth Advisory
Texas
$862K +$862K +2,427 New
FWI
3018
Facet Wealth Inc
Maryland
$862K +$232K +672 +37%
MFF
3019
Michels Family Financial
Texas
$861K -$17.8K -50 -2%
CWM
3020
Centricity Wealth Management
Ohio
$860K
SWM
3021
Scissortail Wealth Management
Oklahoma
$859K +$1.78K +5 +0.2%
PVM
3022
Palogic Value Management
Texas
$858K -$71K -200 -8%
HTHT
3023
Hemenway Trust Hemenway Trust
New Hampshire
$858K +$35.5K +100 +4%
NFSG
3024
Newbridge Financial Services Group
Florida
$852K +$255K +718 +43%
MFS
3025
Monetta Financial Services
Illinois
$852K -$213K -600 -20%