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 %
WAOTB
3326
Wealth Advisors of Tampa Bay
Florida
$558K +$79.9K +225 +17%
GFPC
3327
Global Financial Private Client
Florida
$557K +$40.5K +114 +8%
CWD
3328
Clarity Wealth Development
Oregon
$557K
PS
3329
Planned Solutions
California
$556K
ABTD
3330
Arvest Bank Trust Division
Oklahoma
$555K +$18.5K +52 +3%
FWM
3331
Fonville Wealth Management
Virginia
$554K +$124K +350 +29%
FFC
3332
Frederick Financial Consultants
Maryland
$554K -$4.26K -12 -0.8%
CCA
3333
Carrera Capital Advisors
Michigan
$553K -$60.4K -170 -10%
EWS
3334
Eagle Wealth Strategies
New Jersey
$552K -$1.42K -4 -0.3%
PA
3335
Probity Advisors
Texas
$552K +$5.33K +15 +1%
PWA
3336
Physician Wealth Advisors
Utah
$551K -$33.4K -94 -6%
DWM
3337
Defined Wealth Management
Oregon
$551K +$17K +48 +3%
RWPA
3338
Richard W. Paul & Associates
Michigan
$550K -$2.13K -6 -0.4%
MHR
3339
Matthew Hamilton Rosenberg
$550K -$6.04K -17 -1%
WAM
3340
WFA Asset Management
Wisconsin
$550K -$44.4K -169 -7%
BCM
3341
Blume Capital Management
California
$549K -$433K -1,221 -44%
ARC
3342
Advisor Resource Council
Texas
$549K -$1.82M -5,128 -77%
CCG
3343
Catalina Capital Group
California
$549K -$234K -658 -30%
CWM
3344
Chemistry Wealth Management
New York
$548K +$62.1K +175 +13%
IIL
3345
Insight Inv LLC
California
$547K -$4.79M -13,487 -90%
WA
3346
WPG Advisers
Maryland
$547K -$37.3K -105 -6%
WMN
3347
Wealth Management Nebraska
Nebraska
$546K
BWCS
3348
Beirne Wealth Consulting Services
Connecticut
$545K
EGWAG
3349
Elwood & Goetz Wealth Advisory Group
Georgia
$545K +$60K +169 +12%
EB
3350
Exchange Bank
California
$543K -$28K -79 -5%