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
SQA
3026
Simon Quick Advisors
New Jersey
$874K
HWM
3027
Hemington Wealth Management
Virginia
$873K
CAG
3028
Curtis Advisory Group
California
$870K
LFA
3029
Laraway Financial Advisors
Minnesota
$870K
HFS
3030
Heritage Financial Services
Massachusetts
$870K
CPL
3031
CAP Partners LLC
Tennessee
$869K
HC
3032
Hamilton Capital
Ohio
$868K
FAM
3033
Fairtree Asset Management
South Africa
$867K
MPIA
3034
Mountain Pacific Investment Advisers
Idaho
$867K
A
3035
AlphaQuest
New York
$865K
TCM
3036
Tandem Capital Management
New Jersey
$865K
BFAG
3037
Blackston Financial Advisory Group
Florida
$865K
CWA
3038
Consilium Wealth Advisory
Texas
$862K
FWI
3039
Facet Wealth Inc
Maryland
$862K
MFF
3040
Michels Family Financial
Texas
$861K
CWM
3041
Centricity Wealth Management
Ohio
$860K
SWM
3042
Scissortail Wealth Management
Oklahoma
$859K
PVM
3043
Palogic Value Management
Texas
$858K
HTHT
3044
Hemenway Trust Hemenway Trust
New Hampshire
$858K
NFSG
3045
Newbridge Financial Services Group
Florida
$852K
MFS
3046
Monetta Financial Services
Illinois
$852K
FM
3047
Freemont Management
Switzerland
$852K
SC
3048
Sierra Capital
Florida
$852K
GWAG
3049
Garrett Wealth Advisory Group
Texas
$851K
BWM
3050
BlackDiamond Wealth Management
New York
$851K