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 %
CWA
3451
Core Wealth Advisors
Florida
$477K +$192K +541 +67%
OCPWS
3452
One Charles Private Wealth Services
Massachusetts
$477K +$48.3K +136 +11%
WCP
3453
Wealthcare Capital Partners
Pennsylvania
$476K +$16.3K +46 +4%
KFA
3454
Krane Funds Advisors
New York
$476K -$142K -399 -23%
HIG
3455
Heritage Investment Group
Florida
$476K
SGI
3456
Summit Global Investments
Utah
$474K +$238K +671 +101%
FC
3457
Financial Council
Maryland
$473K
MJP
3458
Michael J. Puzo
$472K -$321K -905 -40%
GC
3459
Gibson Capital
Pennsylvania
$472K -$104K -292 -18%
AWM
3460
Aberdeen Wealth Management
Illinois
$471K
FWP
3461
Fiduciary Wealth Partners
Massachusetts
$470K +$384K +1,081 +445%
NWM
3462
Nova Wealth Management
Florida
$470K -$102K -287 -18%
CCP
3463
Carmel Capital Partners
California
$469K +$129K +364 +38%
SCG
3464
Sonata Capital Group
Washington
$469K +$26.3K +74 +6%
LWM
3465
LJI Wealth Management
Indiana
$466K -$35.5K -100 -7%
RAS
3466
RPS Advisory Solutions
Kentucky
$465K +$60.4K +170 +15%
SPI
3467
Sutton Place Investors
New York
$465K +$50.8K +143 +12%
CL
3468
CIM LLC
New York
$464K
VW
3469
Vance Wealth
California
$464K -$3.2K -9 -0.7%
GWMIA
3470
Global Wealth Management Investment Advisory
Florida
$464K +$149K +419 +47%
SWM
3471
Sagace Wealth Management
Florida
$463K -$59.3K -167 -11%
SWIA
3472
Solano Wealth Investment Advisors
California
$463K
RC
3473
Rovin Capital
Arizona
$463K +$16.7K +47 +4%
PA
3474
Prism Advisors
California
$462K
OCM
3475
Orser Capital Management
Texas
$462K