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
PA
3501
Prism Advisors
California
$462K
OCM
3502
Orser Capital Management
Texas
$462K
EPW
3503
Endeavor Private Wealth
Kansas
$462K
MIM
3504
Martin Investment Management
Florida
$462K
BOC
3505
Blue Oak Capital
California
$462K
MSWM
3506
McGlone Suttner Wealth Management
Wisconsin
$460K
ALA
3507
Atlas Legacy Advisors
California
$459K
EWM
3508
Elevatus Welath Management
New York
$459K
EFL
3509
ERn Financial LLC
Wisconsin
$459K
LWM
3510
LongView Wealth Management
Georgia
$459K
PA
3511
Planning Alternatives
Michigan
$459K
PWP
3512
Parkwoods Wealth Partners
New York
$459K
NC
3513
North Capital
Utah
$457K
SIM
3514
SSI Investment Management
California
$457K
CIA
3515
Caerus Investment Advisors
Texas
$456K
MAG
3516
M3 Advisory Group
Massachusetts
$455K
GWM
3517
GSB Wealth Management
Connecticut
$455K
WA
3518
Waterford Advisors
New York
$454K
UBG
3519
United Bank (Georgia)
Georgia
$453K
KFC
3520
Klingenstein Fields & Co
New York
$453K
BA
3521
BIP Alliance
Georgia
$453K
CCC
3522
Compass Capital Corp
Massachusetts
$452K
SR
3523
Syntax Research
Florida
$451K
EIP
3524
Ellis Investment Partners
Pennsylvania
$450K
FDS
3525
Freedom Day Solutions
Texas
$449K