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
SP
3676
SWS Partners
Ohio
$367K
AA
3677
Acorns Advisers
California
$367K
CIC
3678
Cutler Investment Counsel
Oregon
$366K
IWM
3679
Integris Wealth Management
California
$364K
BPWM
3680
BCS Private Wealth Management
New Jersey
$364K
FFG
3681
First Financial Group
North Carolina
$363K
SFB
3682
STAR Financial Bank
Indiana
$362K
JWM
3683
JFG Wealth Management
Colorado
$361K
CFIM
3684
Client First Investment Management
Wisconsin
$360K
LC
3685
Landaas & Company
Wisconsin
$360K
TCG
3686
Transcendent Capital Group
Oklahoma
$360K
VC
3687
Vicus Capital
Pennsylvania
$359K
AWAP
3688
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$358K
FWM
3689
Forza Wealth Management
Florida
$358K
PJWM
3690
Philip James Wealth Mangement
Georgia
$358K
GFG
3691
Grantvest Financial Group
New Jersey
$357K
2WWM
3692
21 West Wealth Management
California
$357K
NRI
3693
NFP Retirement Inc
California
$357K
PFT
3694
Providence First Trust
Arizona
$356K
AWA
3695
Alaska Wealth Advisors
Alaska
$356K
DFA
3696
Davies Financial Advisors
California
$355K
MMH
3697
Menora Mivtachim Holdings
Israel
$355K
MIM
3698
Merrion Investment Management
New Jersey
$355K
AI
3699
ArchPoint Investors
Florida
$355K
NWM
3700
Northwest Wealth Management
Iowa
$355K