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
HWM
3751
Horizon Wealth Management
Illinois
$327K
HFA
3752
Highland Financial Advisors
New Jersey
$327K
MPW
3753
Magnolia Private Wealth
Pennsylvania
$327K
SI
3754
Sava Infond
Slovenia
$327K
LC
3755
LCNB Corp
Ohio
$326K
RWM
3756
Rialto Wealth Management
New York
$326K
ACM
3757
Ardent Capital Management
Ohio
$326K
APW
3758
Aurora Private Wealth
New Jersey
$325K
AEPWM
3759
Atlantic Edge Private Wealth Management
Florida
$324K
OHIS
3760
Oak Harvest Investment Services
Texas
$324K
HCM
3761
Hilton Capital Management
New York
$323K
CA
3762
CapWealth Advisors
Tennessee
$323K
CFP
3763
Curran Financial Partners
South Carolina
$323K
FWM
3764
Finer Wealth Management
Massachusetts
$322K
HFS
3765
Hoge Financial Services
Pennsylvania
$322K
AWM
3766
Apex Wealth Management
New Hampshire
$322K
EFG
3767
Ehrlich Financial Group
California
$322K
VPP
3768
Vertex Planning Partners
Illinois
$321K
FFP
3769
Forbes Financial Planning
Rhode Island
$321K
WWM
3770
Wiser Wealth Management
Georgia
$321K
GCA
3771
Greenwood Capital Associates
South Carolina
$320K
IF
3772
IRON Financial
Illinois
$320K
WF
3773
WinCap Financial
Massachusetts
$320K
GB
3774
Goepper Burkhardt
South Carolina
$320K
GC
3775
Grange Capital
Oregon
$320K