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
MWS
3326
MFA Wealth Services
California
$579K
CWM
3327
Cherrydale Wealth Management
New Jersey
$578K
GPW
3328
Genesis Private Wealth
Virginia
$577K
LWM
3329
Lakeridge Wealth Management
Ohio
$577K
LJHT
3330
Laurie J. Hall Trustee
$576K
CWMS
3331
Cannon Wealth Management Services
North Carolina
$575K
OCM
3332
Orleans Capital Management
Louisiana
$575K
LBC
3333
Leigh Baldwin & Co
New York
$575K
PIWA
3334
Prevail Innovative Wealth Advisors
Kansas
$572K
PCM
3335
Park Capital Management
Wisconsin
$571K
DP
3336
Divergent Planning
Maryland
$570K
CAGAS
3337
Capital Advisory Group Advisory Services
Minnesota
$570K
YWM
3338
Yoder Wealth Management
California
$570K
IFU
3339
iSAM Funds (UK)
United Kingdom
$570K
MWM
3340
Mascoma Wealth Management
New Hampshire
$569K
RWA
3341
Redhawk Wealth Advisors
Minnesota
$567K
CHA
3342
Cooper/Haims Advisors
New York
$567K
MQWP
3343
Morey & Quinn Wealth Partners
Nebraska
$565K
EA
3344
Echo45 Advisors
California
$565K
LWM
3345
LeConte Wealth Management
Tennessee
$564K
PWP
3346
Precedent Wealth Partners
Texas
$564K
SCA
3347
Sippican Capital Advisors
Massachusetts
$563K
GKIM
3348
GW&K Investment Management
Massachusetts
$563K
OC
3349
Oarsman Capital
Wisconsin
$562K
SM
3350
Sweeney & Michel
California
$562K