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
MAM
3426
Marquette Asset Management
Minnesota
$511K
LFG
3427
Lockerman Financial Group
California
$510K
RIS
3428
Richmond Investment Services
Wisconsin
$509K
MEAC
3429
M.E. Allison & Co
Texas
$508K
ODIJL
3430
One Day In July LLC
Vermont
$508K
FLP
3431
Financial Life Planners
Arizona
$507K
MWM
3432
Maridea Wealth Management
New York
$506K
AMG
3433
Advisors Management Group
Wisconsin
$506K
MF
3434
Montis Financial
Massachusetts
$505K
PCA
3435
Peddock Capital Advisors
Massachusetts
$505K
KCP
3436
Kera Capital Partners
California
$505K
TCM
3437
Traub Capital Management
Massachusetts
$504K
FWP
3438
Forefront Wealth Partners
Texas
$503K
GWM
3439
Greenwich Wealth Management
Connecticut
$502K
CCG
3440
Coastwise Capital Group
California
$502K
DWS
3441
Discipline Wealth Solutions
South Carolina
$501K
CIM
3442
Cambria Investment Management
California
$501K
WW
3443
Westshore Wealth
California
$498K
JCFM
3444
JBR Co Financial Management
Oklahoma
$497K
Cohen & Steers
3445
Cohen & Steers
New York
$497K
ELM
3446
Elite Life Management
Florida
$496K
HNWAG
3447
High Net Worth Advisory Group
Florida
$496K
SFG
3448
Sterling Financial Group
California
$496K
XPN
3449
XY Planning Network
Montana
$495K
FA
3450
Fortis Advisors
Pennsylvania
$495K