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 %
MPM
3726
Meritage Portfolio Management
Kansas
$332K +$8.88K +25 +3%
TT
3727
TI-Trust
Illinois
$332K
SFC
3728
Strategic Financial Concepts
Texas
$332K -$875K -2,465 -73%
EAM
3729
Everstar Asset Management
North Carolina
$331K +$15.6K +44 +5%
PPC
3730
Pennington Partners & Co
Maryland
$330K -$44K -124 -12%
HCC
3731
Hirtle Callaghan & Co
Pennsylvania
$329K -$98.7K -278 -23%
FNWA
3732
Financial Network Wealth Advisors
Utah
$329K -$38.7K -109 -11%
AIP
3733
Almanack Investment Partners
Pennsylvania
$328K +$41.5K +117 +14%
HWM
3734
Horizon Wealth Management
Illinois
$327K -$54.3K -153 -14%
HFA
3735
Highland Financial Advisors
New Jersey
$327K
MPW
3736
Magnolia Private Wealth
Pennsylvania
$327K +$20.6K +58 +7%
SI
3737
Sava Infond
Slovenia
$327K +$163K +460 +100%
LC
3738
LCNB Corp
Ohio
$326K -$8.88K -25 -3%
RWM
3739
Rialto Wealth Management
New York
$326K +$9.59K +27 +3%
ACM
3740
Ardent Capital Management
Ohio
$326K
APW
3741
Aurora Private Wealth
New Jersey
$325K +$23.8K +67 +8%
AEPWM
3742
Atlantic Edge Private Wealth Management
Florida
$324K
OHIS
3743
Oak Harvest Investment Services
Texas
$324K +$710 +2 +0.2%
HCM
3744
Hilton Capital Management
New York
$323K -$16.3K -46 -5%
CA
3745
CapWealth Advisors
Tennessee
$323K -$710 -2 -0.2%
CFP
3746
Curran Financial Partners
South Carolina
$323K +$61.4K +173 +24%
FWM
3747
Finer Wealth Management
Massachusetts
$322K -$73.5K -207 -19%
HFS
3748
Hoge Financial Services
Pennsylvania
$322K +$34.4K +97 +12%
AWM
3749
Apex Wealth Management
New Hampshire
$322K +$12.4K +35 +4%
EFG
3750
Ehrlich Financial Group
California
$322K +$6.39K +18 +2%