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 %
DI
3276
Disciplined Investors
Texas
$601K
IF
3277
Integrity Financial
Wyoming
$601K +$156K +440 +35%
NAG
3278
Northstar Advisory Group
New Jersey
$600K +$3.2K +9 +0.5%
ACC
3279
Acorn Creek Capital
Colorado
$600K +$2.84K +8 +0.5%
EW
3280
Element Wealth
Mississippi
$600K -$18.5K -52 -3%
CIG
3281
Cairn Investment Group
Washington
$597K -$71K -200 -11%
SWM
3282
Seed Wealth Management
Illinois
$594K
TWPM
3283
Total Wealth Planning & Management
Florida
$594K -$24.1K -68 -4%
CWA
3284
CM Wealth Advisors
Ohio
$593K -$19.9K -56 -3%
AA
3285
AJ Advisors
Tennessee
$593K -$2.13K -6 -0.4%
WF
3286
Wayfinding Financial
Washington
$593K -$73.1K -214 -11%
MKC
3287
M. Kraus & Co
Vermont
$592K
SPAS
3288
Spectrum Planning & Advisory Services
California
$592K +$372K +1,047 +169%
PL
3289
Parthenon LLC
Kentucky
$590K +$16.3K +46 +3%
CFP
3290
Cascade Financial Partners
California
$590K
CIM
3291
Contravisory Investment Management
Massachusetts
$589K +$23.1K +65 +4%
TPBG
3292
Turning Point Benefit Group
Maryland
$588K +$43K +121 +8%
UWPG
3293
Ullmann Wealth Partners Group
Florida
$588K +$36.9K +104 +7%
FSA
3294
Financial Security Advisor
Virginia
$584K +$42.6K +120 +8%
AHL
3295
Abel Hall LLC
Louisiana
$584K +$77.7K +219 +15%
NRW
3296
Nova R Wealth
Kansas
$584K -$4.62K -13 -0.8%
CFD
3297
Creative Financial Designs
Indiana
$583K -$28K -79 -5%
SRC
3298
Shufro Rose & Co
New York
$580K
TRIA
3299
Trail Ridge Investment Advisors
Colorado
$579K -$30.4K -88 -5%
MWS
3300
MFA Wealth Services
California
$579K -$17.8K -50 -3%