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
YWM
3326
Yoder Wealth Management
California
$570K
IFU
3327
iSAM Funds (UK)
United Kingdom
$570K
MWM
3328
Mascoma Wealth Management
New Hampshire
$569K
RWA
3329
Redhawk Wealth Advisors
Minnesota
$567K
CHA
3330
Cooper/Haims Advisors
New York
$567K
MQWP
3331
Morey & Quinn Wealth Partners
Nebraska
$565K
EA
3332
Echo45 Advisors
California
$565K
LWM
3333
LeConte Wealth Management
Tennessee
$564K
PWP
3334
Precedent Wealth Partners
Texas
$564K
SCA
3335
Sippican Capital Advisors
Massachusetts
$563K
GKIM
3336
GW&K Investment Management
Massachusetts
$563K
OC
3337
Oarsman Capital
Wisconsin
$562K
SM
3338
Sweeney & Michel
California
$562K
GPW
3339
Gentry Private Wealth
Kansas
$561K
WAOTB
3340
Wealth Advisors of Tampa Bay
Florida
$558K
GFPC
3341
Global Financial Private Client
Florida
$557K
CWD
3342
Clarity Wealth Development
Oregon
$557K
PS
3343
Planned Solutions
California
$556K
ABTD
3344
Arvest Bank Trust Division
Oklahoma
$555K
FWM
3345
Fonville Wealth Management
Virginia
$554K
FFC
3346
Frederick Financial Consultants
Maryland
$554K
CCA
3347
Carrera Capital Advisors
Michigan
$553K
EWS
3348
Eagle Wealth Strategies
New Jersey
$552K
PA
3349
Probity Advisors
Texas
$552K
PWA
3350
Physician Wealth Advisors
Utah
$551K