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
DI
3301
Disciplined Investors
Texas
$601K
IF
3302
Integrity Financial
Wyoming
$601K
NAG
3303
Northstar Advisory Group
New Jersey
$600K
ACC
3304
Acorn Creek Capital
Colorado
$600K
EW
3305
Element Wealth
Mississippi
$600K
CIG
3306
Cairn Investment Group
Washington
$597K
SWM
3307
Seed Wealth Management
Illinois
$594K
TWPM
3308
Total Wealth Planning & Management
Florida
$594K
CWA
3309
CM Wealth Advisors
Ohio
$593K
AA
3310
AJ Advisors
Tennessee
$593K
WF
3311
Wayfinding Financial
Washington
$593K
MKC
3312
M. Kraus & Co
Vermont
$592K
SPAS
3313
Spectrum Planning & Advisory Services
California
$592K
PL
3314
Parthenon LLC
Kentucky
$590K
CFP
3315
Cascade Financial Partners
California
$590K
MWM
3316
Manske Wealth Management
Texas
$590K
CIM
3317
Contravisory Investment Management
Massachusetts
$589K
TPBG
3318
Turning Point Benefit Group
Maryland
$588K
UWPG
3319
Ullmann Wealth Partners Group
Florida
$588K
FSA
3320
Financial Security Advisor
Virginia
$584K
AHL
3321
Abel Hall LLC
Louisiana
$584K
NRW
3322
Nova R Wealth
Kansas
$584K
CFD
3323
Creative Financial Designs
Indiana
$583K
SRC
3324
Shufro Rose & Co
New York
$580K
TRIA
3325
Trail Ridge Investment Advisors
Colorado
$579K