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
BCM
3101
Bourgeon Capital Management
Connecticut
$776K
FRM
3102
Fox Run Management
Connecticut
$775K
PCS
3103
Private Client Services
Kentucky
$775K
EA
3104
Emerald Advisers
Pennsylvania
$773K
EAM
3105
Evanson Asset Management
California
$773K
RFA
3106
Register Financial Advisors
Georgia
$773K
CF
3107
Cantor Fitzgerald
New York
$773K
SCA
3108
Sandy Cove Advisors
Massachusetts
$773K
IPW
3109
Intergy Private Wealth
Colorado
$772K
NPT
3110
Nixon Peabody Trust
Massachusetts
$770K
GEM
3111
Global Endowment Management
North Carolina
$769K
AWAG
3112
ARS Wealth Advisors Group
Florida
$768K
OHWA
3113
Oak Hill Wealth Advisors
Virginia
$767K
PPW
3114
Parcion Private Wealth
Washington
$767K
DA
3115
Drake & Associates
Wisconsin
$765K
NIP
3116
Nicholas Investment Partners
California
$765K
HCP
3117
Hamilton Capital Partners
Georgia
$761K
BBPWM
3118
Blue Bell Private Wealth Management
Pennsylvania
$759K
AWA
3119
AmeriServ Wealth Advisors
Pennsylvania
$758K
LC
3120
Lincoln Capital
Nebraska
$756K
CA
3121
Crumly & Associates
Illinois
$755K
LCM
3122
LVM Capital Management
Michigan
$752K
VP
3123
Verum Partners
North Carolina
$748K
PSFG
3124
Park Square Financial Group
Georgia
$746K
OAM
3125
Oxford Asset Management
United Kingdom
$745K