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
SWM
3476
StoneCrest Wealth Management
Arizona
$478K
MWM
3477
MBE Wealth Management
Wisconsin
$478K
CWA
3478
Core Wealth Advisors
Florida
$477K
OCPWS
3479
One Charles Private Wealth Services
Massachusetts
$477K
WCP
3480
Wealthcare Capital Partners
Pennsylvania
$476K
KFA
3481
Krane Funds Advisors
New York
$476K
HIG
3482
Heritage Investment Group
Florida
$476K
SGI
3483
Summit Global Investments
Utah
$474K
FC
3484
Financial Council
Maryland
$473K
MJP
3485
Michael J. Puzo
$472K
GC
3486
Gibson Capital
Pennsylvania
$472K
AWM
3487
Aberdeen Wealth Management
Illinois
$471K
FWP
3488
Fiduciary Wealth Partners
Massachusetts
$470K
NWM
3489
Nova Wealth Management
Florida
$470K
CCP
3490
Carmel Capital Partners
California
$469K
SCG
3491
Sonata Capital Group
Washington
$469K
LWM
3492
LJI Wealth Management
Indiana
$466K
RAS
3493
RPS Advisory Solutions
Kentucky
$465K
SPI
3494
Sutton Place Investors
New York
$465K
CL
3495
CIM LLC
New York
$464K
VW
3496
Vance Wealth
California
$464K
GWMIA
3497
Global Wealth Management Investment Advisory
Florida
$464K
SWM
3498
Sagace Wealth Management
Florida
$463K
SWIA
3499
Solano Wealth Investment Advisors
California
$463K
RC
3500
Rovin Capital
Arizona
$463K