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
FWM
3601
Focused Wealth Management
New York
$405K
NWWA
3602
New Wave Wealth Advisors
Arkansas
$405K
CFO
3603
Custos Family Office
Texas
$405K
VEA
3604
Virtus ETF Advisers
New York
$404K
CA
3605
CGN Advisors
Kansas
$404K
NIA
3606
NIA Impact Advisors
California
$403K
WAN
3607
Wealth Advisors Northwest
Oregon
$403K
WA
3608
WealthTrust Axiom
Pennsylvania
$403K
B
3609
Bellecapital
Switzerland
$403K
MM
3610
MQS Management
New York
$403K
MAA
3611
Matrix Asset Advisors
New York
$402K
AWP
3612
Abacus Wealth Partners
California
$402K
HI
3613
Harrington Investments
California
$401K
GWA
3614
Geometric Wealth Advisors
District of Columbia
$401K
NI
3615
NDVR Inc
Massachusetts
$401K
PBO
3616
Peoples Bank (Ohio)
Ohio
$399K
PSF
3617
Pacific Sun Financial
California
$398K
FWM
3618
Fortress Wealth Management
California
$398K
WIM
3619
Westside Investment Management
California
$397K
FAN
3620
Financial Advisors Network
California
$397K
EWA
3621
Encompass Wealth Advisors
Oregon
$396K
SWRP
3622
Summit Wealth & Retirement Planning
California
$396K
TCMP
3623
Thrive Capital Management (Pennsylvania)
Pennsylvania
$396K
WWP
3624
Waypoint Wealth Partners
California
$395K
EMCIP
3625
Ewing Morris & Co Investment Partners
Ontario, Canada
$394K