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
PFW
3551
Petros Family Wealth
Minnesota
$435K
SHWM
3552
Smith & Howard Wealth Management
Georgia
$435K
ACM
3553
Ascent Capital Management
Oregon
$435K
PFA
3554
Plotkin Financial Advisors
Maryland
$434K
VI
3555
VanderPol Investments
Michigan
$432K
MWC
3556
MBM Wealth Consultants
Missouri
$431K
EFG
3557
Embree Financial Group
Illinois
$430K
SSC
3558
Syverson Strege & Co
Iowa
$430K
JTWM
3559
Jackson Thornton Wealth Management
Alabama
$430K
PAG
3560
Powers Advisory Group
Illinois
$429K
KAM
3561
KEB Asset Management
Illinois
$429K
TWM
3562
Triton Wealth Management
Arizona
$429K
BBWP
3563
Beacon Bridge Wealth Partners
Pennsylvania
$429K
LSL
3564
Legacy Solutions LLC
Pennsylvania
$428K
AIA
3565
AIMZ Investment Advisors
California
$428K
CFG
3566
Carter Financial Group
Illinois
$426K
CMP
3567
Courage Miller Partners
Virginia
$426K
CWM
3568
C2C Wealth Management
Arizona
$426K
MWM
3569
Momentous Wealth Management
Washington
$425K
TPW
3570
Tiller Private Wealth
Pennsylvania
$425K
BFM
3571
Boothbay Fund Management
New York
$424K
BFS
3572
Burr Financial Services
California
$424K
LC
3573
Lavaca Capital
Texas
$424K
LF
3574
LifeSteps Financial
California
$423K
ORC
3575
O'Rourke & Company
Massachusetts
$422K