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 %
HZ
3151
Hixon Zuercher
Ohio
$707K
CFG
3152
Copley Financial Group
California
$706K -$129K -363 -15%
VFPW
3153
Vantage Financial Partners (Wisconsin)
Wisconsin
$706K +$1.07K +3 +0.2%
PHWM
3154
Pine Harbor Wealth Management
Maryland
$705K
CP
3155
Clarendon Private
Massachusetts
$704K -$89.5K -252 -11%
ML
3156
Mayport LLC
Massachusetts
$703K +$8.17K +23 +1%
WA
3157
Westfuller Advisors
New York
$703K -$46.9K -132 -6%
WPWM
3158
Western Pacific Wealth Management
Illinois
$702K +$355 +1 +0.1%
W
3159
Wealthquest
Ohio
$702K +$30.2K +85 +4%
EMB
3160
Elefante Mark B
$701K -$3.55K -10 -0.5%
ME
3161
McIlrath & Eck
Washington
$701K +$32K +90 +5%
MFWP
3162
Mosaic Family Wealth Partners
Missouri
$701K -$56.5K -159 -7%
BFS
3163
BridgePort Financial Solutions
Iowa
$701K +$2.13K +6 +0.3%
AR
3164
Apeiron RIA
Texas
$701K -$56.4K -159 -7%
SHFP
3165
Second Half Financial Partners
Florida
$700K -$29.8K -84 -4%
FWP
3166
Falcon Wealth Planning
California
$699K +$123K +347 +21%
GFG
3167
Goldstone Financial Group
Illinois
$698K +$175K +487 +33%
RTC
3168
Real Talk Capital
Tennessee
$696K +$13.1K +37 +2%
WA
3169
Whipplewood Advisors
Colorado
$695K -$12.4K -35 -2%
CAU
3170
Caxton Associates (UK)
$694K +$54K +152 +8%
TCM
3171
Tuttle Capital Management
Connecticut
$693K +$89.5K +252 +15%
SCM
3172
Sollinda Capital Management
Florida
$692K +$100K +282 +17%
SC
3173
Soundwatch Capital
Connecticut
$692K +$692K +56,258 New
BAM
3174
Bosun Asset Management
Illinois
$692K -$43.3K -122 -6%
WA
3175
Wealthstream Advisors
New York
$689K +$182K +514 +36%