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 %
BWS
3551
Broadway Wealth Solutions
Texas
$421K -$14.9K -42 -3%
VFM
3552
Vision Financial Markets
Connecticut
$421K -$10.3K -29 -2%
SC
3553
Summa Corp
Texas
$419K
SGI
3554
Swan Global Investments
Colorado
$418K +$24.9K +70 +6%
RRWA
3555
Rainey & Randall Wealth Advisors
Florida
$416K
PTC
3556
Petrus Trust Company
Texas
$416K +$416K +1,173 New
NCM
3557
Neumann Capital Management
California
$416K +$710 +2 +0.2%
ACM
3558
Andina Capital Management
Utah
$415K +$8.88K +25 +2%
AIMC
3559
Alley Investment Management Company
Illinois
$413K -$27K -76 -6%
SWM
3560
Silverlake Wealth Management
Vermont
$413K +$123K +345 +42%
BAM
3561
Blueshift Asset Management
New Jersey
$413K +$413K +1,162 New
CWA
3562
Centennial Wealth Advisory
Michigan
$412K +$412K +1,155 New
FSA
3563
Franklin Street Advisors
North Carolina
$412K -$50.7K -143 -11%
OAS
3564
Optivise Advisory Services
Tennessee
$411K -$102K -287 -20%
GA
3565
GSG Advisors
New Jersey
$410K +$21.3K +60 +5%
MIAS
3566
Mason Investment Advisory Services
Virginia
$410K
NLWP
3567
Next Level Wealth Planning
Idaho
$409K +$3.55K +10 +0.9%
AAM
3568
Austin Asset Management
Texas
$409K -$45.8K -129 -10%
IAP
3569
Indie Asset Partners
Indiana
$409K -$31.6K -89 -7%
CB
3570
Centennial Bank
Arkansas
$408K -$16K -45 -4%
MLFP
3571
MPS Loria Financial Planners
Illinois
$408K +$710 +2 +0.2%
PPH
3572
Pure Portfolios Holdings
Oregon
$406K -$8.88K -25 -2%
AF
3573
Abound Financial
California
$406K -$4.61K -13 -1%
FWM
3574
Focused Wealth Management
New York
$405K +$355 +1 +0.1%
NWWA
3575
New Wave Wealth Advisors
Arkansas
$405K +$13.5K +38 +3%