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
WWM
3726
Wagner Wealth Management
South Carolina
$342K
MWM
3727
Melfa Wealth Management
Massachusetts
$341K
HWMG
3728
Hurlow Wealth Management Group
Indiana
$340K
PAM
3729
Prodigy Asset Management
Nebraska
$340K
NC
3730
NewSquare Capital
Pennsylvania
$340K
SIG
3731
Spinnaker Investment Group
California
$339K
VCWA
3732
Vanguard Capital Wealth Advisors
Colorado
$337K
PWA
3733
Phoenix Wealth Advisors
North Carolina
$337K
OC
3734
Optima Capital
Oregon
$337K
BBWA
3735
Bell & Brown Wealth Advisors
California
$337K
OGF
3736
Orin Green Financial
California
$337K
HWM
3737
Hobbs Wealth Management
Indiana
$337K
TWM
3738
Tanager Wealth Management
United Kingdom
$334K
AAS
3739
AdviceOne Advisory Services
Connecticut
$334K
EWP
3740
Elevation Wealth Partners
California
$333K
WCG
3741
Weaver Consulting Group
California
$333K
AWM
3742
Aegis Wealth Management
Maryland
$332K
MPM
3743
Meritage Portfolio Management
Kansas
$332K
TT
3744
TI-Trust
Illinois
$332K
SFC
3745
Strategic Financial Concepts
Texas
$332K
EAM
3746
Everstar Asset Management
North Carolina
$331K
PPC
3747
Pennington Partners & Co
Maryland
$330K
HCC
3748
Hirtle Callaghan & Co
Pennsylvania
$329K
FNWA
3749
Financial Network Wealth Advisors
Utah
$329K
AIP
3750
Almanack Investment Partners
Pennsylvania
$328K