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 %
EWM
3676
Endowment Wealth Management
Wisconsin
$354K +$354K +997 New
WC
3677
Wynn Capital
Georgia
$354K +$13.9K +39 +4%
BMA
3678
Brooks Moore & Associates
Tennessee
$353K
FCMC
3679
Founders Capital Management (Connecticut)
Connecticut
$353K
HWA
3680
Hilltop Wealth Advisors
North Carolina
$353K +$14.9K +42 +4%
HCWM
3681
Hidden Cove Wealth Management
Washington
$353K +$32.7K +92 +10%
IAG
3682
Investment Advisory Group
Massachusetts
$353K -$355 -1 -0.1%
RIS
3683
Retirement Income Solutions
Michigan
$353K
BSAM
3684
Blue Square Asset Management
New York
$353K
KSWWM
3685
Keyes Stange & Wooten Wealth Management
Florida
$352K -$15.3K -43 -4%
YCG
3686
Yeomans Consulting Group
Georgia
$351K -$14.2K -40 -4%
CW
3687
Curio Wealth
Maryland
$350K +$350K +985 +49,250%
SWM
3688
SFG Wealth Management
Maryland
$350K -$33.4K -94 -9%
BWM
3689
Birchcreek Wealth Management
Ohio
$350K -$4.97K -14 -1%
CWA
3690
Cura Wealth Advisors
Illinois
$349K -$1.42K -4 -0.4%
MTC
3691
Matrix Trust Company
Colorado
$349K +$117K +329 +50%
FF
3692
Foronjy Financial
California
$349K +$349K +982 New
VPF
3693
Vantage Point Financial
Illinois
$348K -$3.2K -9 -0.9%
AIA
3694
Accelerate Investment Advisors
California
$347K +$13.1K +37 +4%
ASC
3695
Atalanta Sosnoff Capital
New York
$347K -$92.4K -260 -21%
BW
3696
BXM Wealth
Colorado
$347K +$50.8K +143 +17%
CPG
3697
Cornerstone Planning Group
New Jersey
$346K +$337 +1 +0.1%
FF
3698
Francis Financial
$346K +$25.9K +73 +8%
SP
3699
Symmetry Partners
Connecticut
$346K +$137K +387 +66%
SBF
3700
Sara-Bay Financial
Florida
$345K -$10.7K -30 -3%