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
GPW
3351
Gentry Private Wealth
Kansas
$561K
WAOTB
3352
Wealth Advisors of Tampa Bay
Florida
$558K
GFPC
3353
Global Financial Private Client
Florida
$557K
CWD
3354
Clarity Wealth Development
Oregon
$557K
PS
3355
Planned Solutions
California
$556K
ABTD
3356
Arvest Bank Trust Division
Oklahoma
$555K
FWM
3357
Fonville Wealth Management
Virginia
$554K
FFC
3358
Frederick Financial Consultants
Maryland
$554K
CCA
3359
Carrera Capital Advisors
Michigan
$553K
EWS
3360
Eagle Wealth Strategies
New Jersey
$552K
PA
3361
Probity Advisors
Texas
$552K
PWA
3362
Physician Wealth Advisors
Utah
$551K
DWM
3363
Defined Wealth Management
Oregon
$551K
RWPA
3364
Richard W. Paul & Associates
Michigan
$550K
MHR
3365
Matthew Hamilton Rosenberg
$550K
WAM
3366
WFA Asset Management
Wisconsin
$550K
BCM
3367
Blume Capital Management
California
$549K
ARC
3368
Advisor Resource Council
Texas
$549K
CCG
3369
Catalina Capital Group
California
$549K
CWM
3370
Chemistry Wealth Management
New York
$548K
IIL
3371
Insight Inv LLC
California
$547K
WA
3372
WPG Advisers
Maryland
$547K
WMN
3373
Wealth Management Nebraska
Nebraska
$546K
BWCS
3374
Beirne Wealth Consulting Services
Connecticut
$545K
EGWAG
3375
Elwood & Goetz Wealth Advisory Group
Georgia
$545K