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 %
EPW
3476
Endeavor Private Wealth
Kansas
$462K -$28.8K -81 -6%
MIM
3477
Martin Investment Management
Florida
$462K -$35.5K -100 -7%
BOC
3478
Blue Oak Capital
California
$462K
MSWM
3479
McGlone Suttner Wealth Management
Wisconsin
$460K -$12.8K -36 -3%
ALA
3480
Atlas Legacy Advisors
California
$459K +$100K +282 +28%
EWM
3481
Elevatus Welath Management
New York
$459K +$83.8K +236 +22%
EFL
3482
ERn Financial LLC
Wisconsin
$459K -$1.39M -3,913 -75%
LWM
3483
LongView Wealth Management
Georgia
$459K -$2.84K -8 -0.6%
PA
3484
Planning Alternatives
Michigan
$459K -$7.46K -21 -2%
PWP
3485
Parkwoods Wealth Partners
New York
$459K +$98.3K +277 +27%
NC
3486
North Capital
Utah
$457K -$710 -2 -0.2%
SIM
3487
SSI Investment Management
California
$457K -$327K -921 -42%
CIA
3488
Caerus Investment Advisors
Texas
$456K
MAG
3489
M3 Advisory Group
Massachusetts
$455K -$29.8K -84 -6%
GWM
3490
GSB Wealth Management
Connecticut
$455K +$3.9K +11 +0.9%
WA
3491
Waterford Advisors
New York
$454K +$427K +19,628 +1,533%
UBG
3492
United Bank (Georgia)
Georgia
$453K +$1.07K +3 +0.2%
KFC
3493
Klingenstein Fields & Co
New York
$453K
BA
3494
BIP Alliance
Georgia
$453K +$11K +31 +2%
CCC
3495
Compass Capital Corp
Massachusetts
$452K +$1.67K +5 +0.4%
SR
3496
Syntax Research
Florida
$451K +$355 +1 +0.1%
EIP
3497
Ellis Investment Partners
Pennsylvania
$450K +$355 +1 +0.1%
FDS
3498
Freedom Day Solutions
Texas
$449K +$8.52K +24 +2%
BBA
3499
Braun-Bostich & Associates
Pennsylvania
$449K -$15.3K -43 -3%
SW
3500
SMART Wealth
Nebraska
$449K +$449K +1,264 New