4,288 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 1,759 increasing their positions, 1,836 reducing their positions, and 103 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: 1,759 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
MFWP
3176
Mosaic Family Wealth Partners
Missouri
$701K
BFS
3177
BridgePort Financial Solutions
Iowa
$701K
AR
3178
Apeiron RIA
Texas
$701K
SHFP
3179
Second Half Financial Partners
Florida
$700K
FWP
3180
Falcon Wealth Planning
California
$699K
GFG
3181
Goldstone Financial Group
Illinois
$698K
RTC
3182
Real Talk Capital
Tennessee
$696K
WA
3183
Whipplewood Advisors
Colorado
$695K
CAU
3184
Caxton Associates (UK)
$694K
TCM
3185
Tuttle Capital Management
Connecticut
$693K
SCM
3186
Sollinda Capital Management
Florida
$692K
SC
3187
Soundwatch Capital
Connecticut
$692K
BAM
3188
Bosun Asset Management
Illinois
$692K
WA
3189
Wealthstream Advisors
New York
$689K
CWA
3190
Canvas Wealth Advisors
Kansas
$687K
BIP
3191
Blue Investment Partners
California
$687K
LOIM
3192
Liberty One Investment Management
Illinois
$686K
DWA
3193
Dougherty Wealth Advisers
Minnesota
$685K
KFA
3194
Kelleher Financial Advisors
New York
$682K
PFSC
3195
Peoples Financial Services Corp
Pennsylvania
$682K
KFI
3196
Key Financial Inc
Pennsylvania
$681K
IAG
3197
Ipsen Advisor Group
Arkansas
$681K
MWA
3198
Motive Wealth Advisors
Michigan
$680K
QL
3199
Quarry LP
New York
$679K
RFA
3200
Rollins Financial Advisors
New York
$679K