4,287 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 1,758 increasing their positions, 1,836 reducing their positions, and 103 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: 1,758 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
YCG
3701
Yeomans Consulting Group
Georgia
$351K
CW
3702
Curio Wealth
Maryland
$350K
SWM
3703
SFG Wealth Management
Maryland
$350K
RCI
3704
RS Crum Inc
California
$350K
BWM
3705
Birchcreek Wealth Management
Ohio
$350K
CWA
3706
Cura Wealth Advisors
Illinois
$349K
MTC
3707
Matrix Trust Company
Colorado
$349K
FF
3708
Foronjy Financial
California
$349K
TCM
3709
Thoma Capital Management
Maryland
$348K
VPF
3710
Vantage Point Financial
Illinois
$348K
AIA
3711
Accelerate Investment Advisors
California
$347K
ASC
3712
Atalanta Sosnoff Capital
New York
$347K
BW
3713
BXM Wealth
Colorado
$347K
CPG
3714
Cornerstone Planning Group
New Jersey
$346K
FF
3715
Francis Financial
$346K
SP
3716
Symmetry Partners
Connecticut
$346K
SBF
3717
Sara-Bay Financial
Florida
$345K
LAM
3718
Lountzis Asset Management
Pennsylvania
$344K
SO
3719
Sierra Ocean
California
$344K
MMCM
3720
Murphy & Mullick Capital Management
New York
$344K
AWM
3721
Accredited Wealth Management
Kentucky
$344K
CCA
3722
Cadent Capital Advisors
Oklahoma
$343K
DO
3723
denkapparat Operations
Germany
$343K
MFS
3724
Madrona Financial Services
Washington
$343K
EA
3725
Eclectic Associates
California
$342K