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 %
HHRDM
3126
H&H Retirement Design & Management
Nevada
$728K -$75.1K -214 -9%
TI
3127
Truepoint Inc
Ohio
$728K +$28.8K +81 +4%
CIP
3128
Convergence Investment Partners
Florida
$728K -$41.9K -118 -5%
RWM
3129
RKL Wealth Management
Pennsylvania
$728K -$49.7K -140 -6%
PFM
3130
Phillips Financial Management
Indiana
$727K +$101K +285 +16%
BSHC
3131
Breed's Hill Capital
Massachusetts
$724K +$145K +408 +25%
MCM
3132
Monarch Capital Management
Indiana
$724K +$37.3K +105 +5%
CFFP
3133
Center for Financial Planning
Michigan
$722K -$7.1K -20 -1%
TA
3134
Tactive Advisors
Florida
$722K +$722K +2,033 New
SFG
3135
Stonebridge Financial Group
Pennsylvania
$721K -$4.97K -14 -0.7%
NCG
3136
Newport Capital Group
New Jersey
$719K -$20.6K -58 -3%
GSIS
3137
Global Strategic Investment Solutions
Arizona
$718K
TWP
3138
Tower Wealth Partners
Pennsylvania
$716K -$1.78K -5 -0.2%
RPCA
3139
Running Point Capital Advisors
California
$716K -$2.49K -7 -0.3%
ABWM
3140
Alpine Bank Wealth Management
Colorado
$714K +$49.7K +140 +7%
NCTC
3141
New Covenant Trust Company
Indiana
$714K -$12.2K -35 -2%
MS
3142
Mizuho Securities
Japan
$714K +$696K +1,960 +3,920%
WN
3143
Williams & Novak
California
$713K +$713K +2,009 New
PFG
3144
PAX Financial Group
Texas
$713K -$415K -1,169 -37%
RAM
3145
Readystate Asset Management
Illinois
$712K +$209K +589 +42%
IA
3146
Insight Advisors
Pennsylvania
$712K -$52.5K -148 -7%
EC
3147
EdgeRock Capital
Colorado
$711K +$32.5K +92 +5%
JJBC
3148
James J. Burns & Company
New York
$710K +$6.39K +18 +0.9%
ANC
3149
Ames National Corp
Iowa
$710K -$26.6K -75 -4%
APG
3150
Abacus Planning Group
South Carolina
$709K -$7.46K -21 -1%