4,287 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 1,759 increasing their positions, 1,836 reducing their positions, and 103 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: 1,759 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
MKC
3301
M. Kraus & Co
Vermont
$592K
SPAS
3302
Spectrum Planning & Advisory Services
California
$592K
PL
3303
Parthenon LLC
Kentucky
$590K
CFP
3304
Cascade Financial Partners
California
$590K
CIM
3305
Contravisory Investment Management
Massachusetts
$589K
TPBG
3306
Turning Point Benefit Group
Maryland
$588K
UWPG
3307
Ullmann Wealth Partners Group
Florida
$588K
FSA
3308
Financial Security Advisor
Virginia
$584K
AHL
3309
Abel Hall LLC
Louisiana
$584K
NRW
3310
Nova R Wealth
Kansas
$584K
CFD
3311
Creative Financial Designs
Indiana
$583K
SRC
3312
Shufro Rose & Co
New York
$580K
TRIA
3313
Trail Ridge Investment Advisors
Colorado
$579K
MWS
3314
MFA Wealth Services
California
$579K
CWM
3315
Cherrydale Wealth Management
New Jersey
$578K
GPW
3316
Genesis Private Wealth
Virginia
$577K
LWM
3317
Lakeridge Wealth Management
Ohio
$577K
LJHT
3318
Laurie J. Hall Trustee
$576K
CWMS
3319
Cannon Wealth Management Services
North Carolina
$575K
OCM
3320
Orleans Capital Management
Louisiana
$575K
LBC
3321
Leigh Baldwin & Co
New York
$575K
PIWA
3322
Prevail Innovative Wealth Advisors
Kansas
$572K
PCM
3323
Park Capital Management
Wisconsin
$571K
DP
3324
Divergent Planning
Maryland
$570K
CAGAS
3325
Capital Advisory Group Advisory Services
Minnesota
$570K