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 %
CWM
3301
Cherrydale Wealth Management
New Jersey
$578K +$38K +107 +7%
GPW
3302
Genesis Private Wealth
Virginia
$577K +$24.5K +69 +4%
LWM
3303
Lakeridge Wealth Management
Ohio
$577K +$41.5K +117 +8%
LJHT
3304
Laurie J. Hall Trustee
$576K
CWMS
3305
Cannon Wealth Management Services
North Carolina
$575K +$21K +59 +4%
OCM
3306
Orleans Capital Management
Louisiana
$575K +$575K +1,620 New
LBC
3307
Leigh Baldwin & Co
New York
$575K -$46.9K -132 -8%
PIWA
3308
Prevail Innovative Wealth Advisors
Kansas
$572K +$213K +600 +59%
PCM
3309
Park Capital Management
Wisconsin
$571K -$43.7K -123 -7%
DP
3310
Divergent Planning
Maryland
$570K -$22K -62 -4%
CAGAS
3311
Capital Advisory Group Advisory Services
Minnesota
$570K -$2.13K -6 -0.4%
YWM
3312
Yoder Wealth Management
California
$570K +$43K +121 +8%
IFU
3313
iSAM Funds (UK)
United Kingdom
$570K +$570K +1,605 New
MWM
3314
Mascoma Wealth Management
New Hampshire
$569K
RWA
3315
Redhawk Wealth Advisors
Minnesota
$567K +$9.94K +28 +2%
CHA
3316
Cooper/Haims Advisors
New York
$567K +$28.4K +80 +5%
MQWP
3317
Morey & Quinn Wealth Partners
Nebraska
$565K
EA
3318
Echo45 Advisors
California
$565K +$25.6K +72 +5%
LWM
3319
LeConte Wealth Management
Tennessee
$564K +$217K +611 +63%
PWP
3320
Precedent Wealth Partners
Texas
$564K +$39.4K +111 +8%
SCA
3321
Sippican Capital Advisors
Massachusetts
$563K
GKIM
3322
GW&K Investment Management
Massachusetts
$563K +$90.2K +254 +19%
OC
3323
Oarsman Capital
Wisconsin
$562K +$31.2K +88 +6%
SM
3324
Sweeney & Michel
California
$562K -$35.5K -102 -6%
GPW
3325
Gentry Private Wealth
Kansas
$561K +$1.78K +5 +0.3%