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 %
CIC
3651
Cutler Investment Counsel
Oregon
$366K -$14.2K -40 -4%
IWM
3652
Integris Wealth Management
California
$364K -$8.17K -23 -2%
BPWM
3653
BCS Private Wealth Management
New Jersey
$364K +$364K +1,024 New
FFG
3654
First Financial Group
North Carolina
$363K -$18.5K -52 -5%
SFB
3655
STAR Financial Bank
Indiana
$362K -$74.9K -211 -17%
JWM
3656
JFG Wealth Management
Colorado
$361K
CFIM
3657
Client First Investment Management
Wisconsin
$360K +$360K +1,015 New
LC
3658
Landaas & Company
Wisconsin
$360K -$355 -1 -0.1%
TCG
3659
Transcendent Capital Group
Oklahoma
$360K +$10.3K +29 +3%
VC
3660
Vicus Capital
Pennsylvania
$359K -$3.9K -11 -1%
AWAP
3661
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$358K +$8.88K +25 +3%
FWM
3662
Forza Wealth Management
Florida
$358K -$55.4K -156 -13%
PJWM
3663
Philip James Wealth Mangement
Georgia
$358K +$1.42K +4 +0.4%
GFG
3664
Grantvest Financial Group
New Jersey
$357K -$17.8K -50 -5%
2WWM
3665
21 West Wealth Management
California
$357K +$357K +1,005 New
NRI
3666
NFP Retirement Inc
California
$357K +$53.6K +151 +18%
PFT
3667
Providence First Trust
Arizona
$356K +$356K +1,003 New
AWA
3668
Alaska Wealth Advisors
Alaska
$356K +$356K +1,002 New
DFA
3669
Davies Financial Advisors
California
$355K -$38.7K -109 -10%
MMH
3670
Menora Mivtachim Holdings
Israel
$355K
MIM
3671
Merrion Investment Management
New Jersey
$355K
AI
3672
ArchPoint Investors
Florida
$355K
NWM
3673
Northwest Wealth Management
Iowa
$355K +$17.8K +50 +5%
AWA
3674
ARQ Wealth Advisors
Arizona
$355K
DAM
3675
Draper Asset Management
New York
$354K -$26.8K -77 -7%