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
3201
Consilio Wealth Advisors
Washington
$658K +$41.8K +120 +7%
OPWM
3202
Oregon Pacific Wealth Management
Oregon
$658K -$22.4K -63 -3%
HPM
3203
Hoxton Planning & Management
West Virginia
$657K -$3.55K -10 -0.5%
WDG
3204
Wealth Dimensions Group
Ohio
$657K +$43K +121 +7%
MIG
3205
McGuire Investment Group
Rhode Island
$657K
RS
3206
Rakuten Securities
Japan
$656K +$532K +1,498 +427%
IWS
3207
Insight Wealth Strategies
California
$656K +$1.78K +5 +0.3%
IPWA
3208
International Private Wealth Advisors
California
$656K +$51.1K +144 +8%
SAM
3209
Sherman Asset Management
California
$656K
TCWM
3210
Total Clarity Wealth Management
Illinois
$656K +$63.2K +178 +11%
HCA
3211
Heck Capital Advisors
Wisconsin
$655K +$44.4K +125 +7%
GA
3212
Goldstein Advisors
Wisconsin
$655K -$154K -434 -19%
MAM
3213
Mainsail Asset Management
Alabama
$654K
LAS
3214
Legacy Advisory Services
Pennsylvania
$653K +$1.07K +3 +0.2%
RFA
3215
Reyes Financial Architecture
California
$652K +$78.1K +220 +14%
BWA
3216
Blodgett Wealth Advisors
California
$652K -$71K -200 -10%
CL
3217
CVFG LLC
Indiana
$649K +$15.6K +44 +2%
PAG
3218
Paladin Advisory Group
Iowa
$649K
KWA
3219
Kellett Wealth Advisors
Ohio
$648K +$201K +565 +45%
RB
3220
Rodgers Brothers
Pennsylvania
$647K
SIM
3221
Studio Investment Management
Illinois
$646K -$15.6K -44 -2%
RA
3222
Ruggaard & Associates
Ohio
$646K -$6.04K -17 -0.9%
LGG
3223
Luts & Greenleigh Group
Maryland
$645K +$27.3K +77 +4%
SSW
3224
Smith Shellnut Wilson
Mississippi
$645K -$5.33K -15 -0.8%
JWM
3225
Jeppson Wealth Management
California
$645K -$710 -2 -0.1%