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
LOIM
3201
Liberty One Investment Management
Illinois
$686K
SIL
3202
Severin Investments, LLC
Missouri
$686K
DWA
3203
Dougherty Wealth Advisers
Minnesota
$685K
KFA
3204
Kelleher Financial Advisors
New York
$682K
PFSC
3205
Peoples Financial Services Corp
Pennsylvania
$682K
KFI
3206
Key Financial Inc
Pennsylvania
$681K
IAG
3207
Ipsen Advisor Group
Arkansas
$681K
MWA
3208
Motive Wealth Advisors
Michigan
$680K
QL
3209
Quarry LP
New York
$679K
RFA
3210
Rollins Financial Advisors
New York
$679K
HB
3211
Horizon Bancorp
Indiana
$675K
NIWA
3212
New Insight Wealth Advisors
California
$675K
IAG
3213
Investmark Advisory Group
Connecticut
$673K
OFG
3214
Oxford Financial Group
Indiana
$671K
BL
3215
Balentine LLC
Georgia
$670K
EIG
3216
Ellenbecker Investment Group
Wisconsin
$668K
WC
3217
Westhampton Capital
North Carolina
$668K
BDF
3218
Black Diamond Financial
Maryland
$667K
JFA
3219
JNBA Financial Advisors
Minnesota
$666K
SNBOSD
3220
Security National Bank of So Dak
Iowa
$665K
MA
3221
MKT Advisors
California
$662K
BPFA
3222
Barnes Pettey Financial Advisors
Mississippi
$661K
HI
3223
Hudock Inc
Pennsylvania
$661K
GSAM
3224
Grant Street Asset Management
Pennsylvania
$660K
PCA
3225
Prosperity Capital Advisors
Ohio
$658K