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 %
CWA
3176
Canvas Wealth Advisors
Kansas
$687K -$138K -389 -17%
BIP
3177
Blue Investment Partners
California
$687K
LOIM
3178
Liberty One Investment Management
Illinois
$686K -$82K -231 -11%
DWA
3179
Dougherty Wealth Advisers
Minnesota
$685K
KFA
3180
Kelleher Financial Advisors
New York
$682K -$710 -2 -0.1%
PFSC
3181
Peoples Financial Services Corp
Pennsylvania
$682K -$213K -599 -24%
KFI
3182
Key Financial Inc
Pennsylvania
$681K -$13.1K -37 -2%
IAG
3183
Ipsen Advisor Group
Arkansas
$681K +$10.3K +29 +2%
MWA
3184
Motive Wealth Advisors
Michigan
$680K +$76.7K +216 +13%
QL
3185
Quarry LP
New York
$679K +$269K +757 +65%
RFA
3186
Rollins Financial Advisors
New York
$679K
HB
3187
Horizon Bancorp
Indiana
$675K +$533K +1,500 +375%
NIWA
3188
New Insight Wealth Advisors
California
$675K +$7.46K +21 +1%
IAG
3189
Investmark Advisory Group
Connecticut
$673K +$355 +1 +0.1%
OFG
3190
Oxford Financial Group
Indiana
$671K -$403K -1,135 -38%
BL
3191
Balentine LLC
Georgia
$670K +$289K +813 +76%
EIG
3192
Ellenbecker Investment Group
Wisconsin
$668K +$1.78K +5 +0.3%
WC
3193
Westhampton Capital
North Carolina
$668K -$34.8K -98 -5%
BDF
3194
Black Diamond Financial
Maryland
$667K -$60K -169 -8%
JFA
3195
JNBA Financial Advisors
Minnesota
$666K -$47.2K -133 -7%
SNBOSD
3196
Security National Bank of So Dak
Iowa
$665K -$20.2K -57 -3%
MA
3197
MKT Advisors
California
$662K +$2.13K +6 +0.3%
BPFA
3198
Barnes Pettey Financial Advisors
Mississippi
$661K
HI
3199
Hudock Inc
Pennsylvania
$661K +$5.33K +15 +0.8%
GSAM
3200
Grant Street Asset Management
Pennsylvania
$660K +$88.4K +249 +15%