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
CPG
3726
Cornerstone Planning Group
New Jersey
$346K
FF
3727
Francis Financial
$346K
SP
3728
Symmetry Partners
Connecticut
$346K
SBF
3729
Sara-Bay Financial
Florida
$345K
LAM
3730
Lountzis Asset Management
Pennsylvania
$344K
SO
3731
Sierra Ocean
California
$344K
MMCM
3732
Murphy & Mullick Capital Management
New York
$344K
AWM
3733
Accredited Wealth Management
Kentucky
$344K
CCA
3734
Cadent Capital Advisors
Oklahoma
$343K
DO
3735
denkapparat Operations
Germany
$343K
MFS
3736
Madrona Financial Services
Washington
$343K
EA
3737
Eclectic Associates
California
$342K
WWM
3738
Wagner Wealth Management
South Carolina
$342K
MWM
3739
Melfa Wealth Management
Massachusetts
$341K
HWMG
3740
Hurlow Wealth Management Group
Indiana
$340K
PAM
3741
Prodigy Asset Management
Nebraska
$340K
NC
3742
NewSquare Capital
Pennsylvania
$340K
SIG
3743
Spinnaker Investment Group
California
$339K
VCWA
3744
Vanguard Capital Wealth Advisors
Colorado
$337K
PWA
3745
Phoenix Wealth Advisors
North Carolina
$337K
OC
3746
Optima Capital
Oregon
$337K
BBWA
3747
Bell & Brown Wealth Advisors
California
$337K
OGF
3748
Orin Green Financial
California
$337K
HWM
3749
Hobbs Wealth Management
Indiana
$337K
TWM
3750
Tanager Wealth Management
United Kingdom
$334K