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 %
SHWM
3526
Smith & Howard Wealth Management
Georgia
$435K -$109K -307 -20%
ACM
3527
Ascent Capital Management
Oregon
$435K +$16.7K +47 +4%
PFA
3528
Plotkin Financial Advisors
Maryland
$434K +$8.88K +25 +2%
VI
3529
VanderPol Investments
Michigan
$432K -$13.5K -38 -3%
MWC
3530
MBM Wealth Consultants
Missouri
$431K
EFG
3531
Embree Financial Group
Illinois
$430K +$24.8K +70 +6%
SSC
3532
Syverson Strege & Co
Iowa
$430K +$430K +1,211 New
JTWM
3533
Jackson Thornton Wealth Management
Alabama
$430K -$13.1K -37 -3%
PAG
3534
Powers Advisory Group
Illinois
$429K +$355 +1 +0.1%
KAM
3535
KEB Asset Management
Illinois
$429K
TWM
3536
Triton Wealth Management
Arizona
$429K +$429K +1,211 New
BBWP
3537
Beacon Bridge Wealth Partners
Pennsylvania
$429K +$355 +1 +0.1%
LSL
3538
Legacy Solutions LLC
Pennsylvania
$428K +$25.6K +72 +6%
AIA
3539
AIMZ Investment Advisors
California
$428K
CFG
3540
Carter Financial Group
Illinois
$426K +$426K +1,203 New
CMP
3541
Courage Miller Partners
Virginia
$426K
CWM
3542
C2C Wealth Management
Arizona
$426K
MWM
3543
Momentous Wealth Management
Washington
$425K +$9.59K +27 +2%
TPW
3544
Tiller Private Wealth
Pennsylvania
$425K -$81.5K -229 -16%
BFM
3545
Boothbay Fund Management
New York
$424K -$277K -781 -40%
BFS
3546
Burr Financial Services
California
$424K -$19.5K -55 -4%
LC
3547
Lavaca Capital
Texas
$424K +$107K +300 +34%
LF
3548
LifeSteps Financial
California
$423K +$29.5K +83 +7%
ORC
3549
O'Rourke & Company
Massachusetts
$422K
TCB
3550
Texas Capital Bancshares
Texas
$421K +$355 +1 +0.1%