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 %
RIS
3401
Richmond Investment Services
Wisconsin
$509K +$509K +1,433 New
MEAC
3402
M.E. Allison & Co
Texas
$508K +$355 +1 +0.1%
ODIJL
3403
One Day In July LLC
Vermont
$508K -$1.78K -5 -0.3%
FLP
3404
Financial Life Planners
Arizona
$507K +$404K +1,139 +395%
MWM
3405
Maridea Wealth Management
New York
$506K +$158K +446 +46%
AMG
3406
Advisors Management Group
Wisconsin
$506K -$355 -1 -0.1%
MF
3407
Montis Financial
Massachusetts
$505K -$12.8K -36 -2%
PCA
3408
Peddock Capital Advisors
Massachusetts
$505K
KCP
3409
Kera Capital Partners
California
$505K +$153K +431 +44%
TCM
3410
Traub Capital Management
Massachusetts
$504K +$504K +1,419 New
FWP
3411
Forefront Wealth Partners
Texas
$503K -$8.22K -26 -2%
GWM
3412
Greenwich Wealth Management
Connecticut
$502K +$49.1K +138 +11%
CCG
3413
Coastwise Capital Group
California
$502K -$194K -546 -28%
DWS
3414
Discipline Wealth Solutions
South Carolina
$501K
CIM
3415
Cambria Investment Management
California
$501K +$501K +1,412 New
WW
3416
Westshore Wealth
California
$498K
JCFM
3417
JBR Co Financial Management
Oklahoma
$497K
Cohen & Steers
3418
Cohen & Steers
New York
$497K -$533K -1,500 -52%
ELM
3419
Elite Life Management
Florida
$496K -$7.81K -22 -2%
HNWAG
3420
High Net Worth Advisory Group
Florida
$496K -$7.1K -20 -1%
SFG
3421
Sterling Financial Group
California
$496K
XPN
3422
XY Planning Network
Montana
$495K +$204K +575 +70%
FA
3423
Fortis Advisors
Pennsylvania
$495K -$62.1K -175 -11%
TVAMP
3424
Tennessee Valley Asset Management Partners
Tennessee
$495K +$355 +1 +0.1%
WA
3425
WESPAC Advisors
California
$495K