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 %
LCM
3101
LVM Capital Management
Michigan
$752K -$8.88K -25 -1%
VP
3102
Verum Partners
North Carolina
$748K +$163K +460 +28%
PSFG
3103
Park Square Financial Group
Georgia
$746K +$40.1K +113 +6%
OAM
3104
Oxford Asset Management
United Kingdom
$745K +$745K +2,099 New
WDL
3105
Well Done LLC
Michigan
$745K -$29.5K -83 -4%
TCM
3106
Towercrest Capital Management
Pennsylvania
$744K
MMHP
3107
Murphy Middleton Hinkle & Parker
Georgia
$743K
MAG
3108
MRA Advisory Group
New Jersey
$743K -$79.5K -224 -10%
CPC
3109
Cookson Peirce & Co
Pennsylvania
$742K -$146K -410 -16%
NFA
3110
Northwest Financial Advisors
Virginia
$741K -$463K -1,303 -38%
NJIM
3111
Nabity-Jensen Investment Management
Nebraska
$740K +$20.6K +58 +3%
SPA
3112
Sherbrooke Park Advisers
New York
$738K +$233K +655 +46%
BWA
3113
BlueChip Wealth Advisors
Georgia
$735K +$7.82K +22 +1%
CSB
3114
City State Bank
Iowa
$734K
SFG
3115
Seamount Financial Group
Colorado
$734K +$233K +655 +46%
TFA
3116
Tranquilli Financial Advisor
New Jersey
$733K -$22.4K -63 -3%
ACM
3117
Academy Capital Management
Texas
$732K +$427K +1,202 +140%
CBT
3118
CoreFirst Bank & Trust
Kansas
$731K -$3.55K -10 -0.5%
OFO
3119
OneAscent Family Office
Alabama
$731K +$34.5K +97 +5%
FA
3120
Fermata Advisors
California
$731K -$917K -2,583 -56%
QCIG
3121
Quad-Cities Investment Group
Iowa
$731K +$355 +1 +0%
BLFG
3122
Brian Low Financial Group
Louisiana
$731K +$731K +2,058 New
CG
3123
Clifford Group
Massachusetts
$729K
C1AG
3124
Client 1st Advisory Group
Florida
$729K +$18.8K +53 +3%
BFG
3125
Bouchey Financial Group
New York
$729K +$43.3K +122 +6%