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
CWA
3226
Consilio Wealth Advisors
Washington
$658K
OPWM
3227
Oregon Pacific Wealth Management
Oregon
$658K
HPM
3228
Hoxton Planning & Management
West Virginia
$657K
WDG
3229
Wealth Dimensions Group
Ohio
$657K
MIG
3230
McGuire Investment Group
Rhode Island
$657K
RS
3231
Rakuten Securities
Japan
$656K
IWS
3232
Insight Wealth Strategies
California
$656K
IPWA
3233
International Private Wealth Advisors
California
$656K
SAM
3234
Sherman Asset Management
California
$656K
TCWM
3235
Total Clarity Wealth Management
Illinois
$656K
HCA
3236
Heck Capital Advisors
Wisconsin
$655K
GA
3237
Goldstein Advisors
Wisconsin
$655K
MAM
3238
Mainsail Asset Management
Alabama
$654K
LAS
3239
Legacy Advisory Services
Pennsylvania
$653K
RFA
3240
Reyes Financial Architecture
California
$652K
BWA
3241
Blodgett Wealth Advisors
California
$652K
CL
3242
CVFG LLC
Indiana
$649K
PAG
3243
Paladin Advisory Group
Iowa
$649K
KWA
3244
Kellett Wealth Advisors
Ohio
$648K
RB
3245
Rodgers Brothers
Pennsylvania
$647K
SIM
3246
Studio Investment Management
Illinois
$646K
RA
3247
Ruggaard & Associates
Ohio
$646K
LGG
3248
Luts & Greenleigh Group
Maryland
$645K
SSW
3249
Smith Shellnut Wilson
Mississippi
$645K
JWM
3250
Jeppson Wealth Management
California
$645K