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
CIP
3151
Convergence Investment Partners
Florida
$728K
RWM
3152
RKL Wealth Management
Pennsylvania
$728K
PFM
3153
Phillips Financial Management
Indiana
$727K
BSHC
3154
Breed's Hill Capital
Massachusetts
$724K
MCM
3155
Monarch Capital Management
Indiana
$724K
CFFP
3156
Center for Financial Planning
Michigan
$722K
TA
3157
Tactive Advisors
Florida
$722K
SFG
3158
Stonebridge Financial Group
Pennsylvania
$721K
NCG
3159
Newport Capital Group
New Jersey
$719K
GSIS
3160
Global Strategic Investment Solutions
Arizona
$718K
TWP
3161
Tower Wealth Partners
Pennsylvania
$716K
RPCA
3162
Running Point Capital Advisors
California
$716K
ABWM
3163
Alpine Bank Wealth Management
Colorado
$714K
NCTC
3164
New Covenant Trust Company
Indiana
$714K
MS
3165
Mizuho Securities
Japan
$714K
WN
3166
Williams & Novak
California
$713K
PFG
3167
PAX Financial Group
Texas
$713K
RAM
3168
Readystate Asset Management
Illinois
$712K
IA
3169
Insight Advisors
Pennsylvania
$712K
EC
3170
EdgeRock Capital
Colorado
$711K
JJBC
3171
James J. Burns & Company
New York
$710K
ANC
3172
Ames National Corp
Iowa
$710K
APG
3173
Abacus Planning Group
South Carolina
$709K
HZ
3174
Hixon Zuercher
Ohio
$707K
CFG
3175
Copley Financial Group
California
$706K