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 %
KPWG
3426
KFA Private Wealth Group
Virginia
$493K -$355 -1 -0.1%
BF
3427
Brogan Financial
Tennessee
$492K +$140K +393 +40%
SA
3428
Sylvest Advisors
Texas
$492K -$54.3K -153 -10%
PIN
3429
Prudent Investors Network
California
$492K -$17K -48 -3%
CGA
3430
Crescent Grove Advisors
Illinois
$492K +$13.1K +37 +3%
AP
3431
Atwood & Palmer
Missouri
$491K
AWM
3432
Accel Wealth Management
Iowa
$490K -$2.13K -6 -0.4%
III
3433
Independent Investors Inc
New York
$490K
GCM
3434
Goldstream Capital Management
Hong Kong
$490K
AF
3435
Apollon Financial
South Carolina
$489K +$38.3K +108 +9%
BMM
3436
Berkshire Money Management
Massachusetts
$489K -$36.9K -104 -7%
JWM
3437
JPL Wealth Management
Colorado
$487K -$52.6K -148 -10%
SC
3438
Saturna Capital
Washington
$486K
PVAMC
3439
PPS&V Asset Management Consultants
Michigan
$486K
BIAS
3440
Beacon Investment Advisory Services
New Jersey
$485K -$813K -2,289 -63%
HIS
3441
Harvest Investment Services
Illinois
$483K +$33.4K +94 +7%
SGWM
3442
Sterling Group Wealth Management
California
$483K -$4.62K -13 -0.9%
RFO
3443
RiverGlades Family Offices
Florida
$483K +$483K +1,360 New
FP
3444
Financial Perspectives
Minnesota
$480K
AWS
3445
Arkfeld Wealth Strategies
Nebraska
$480K +$35.7K +100 +8%
FBFS
3446
First Business Financial Services
Wisconsin
$480K
CA
3447
CSM Advisors
Pennsylvania
$480K +$8.89K +25 +2%
RA
3448
Rise Advisors
New York
$479K +$14.6K +41 +3%
SWM
3449
StoneCrest Wealth Management
Arizona
$478K -$10.3K -29 -2%
MWM
3450
MBE Wealth Management
Wisconsin
$478K +$21K +59 +5%