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 %
VPP
3751
Vertex Planning Partners
Illinois
$321K -$18.8K -53 -6%
FFP
3752
Forbes Financial Planning
Rhode Island
$321K
WWM
3753
Wiser Wealth Management
Georgia
$321K +$41.9K +118 +15%
GCA
3754
Greenwood Capital Associates
South Carolina
$320K -$57.5K -162 -15%
IF
3755
IRON Financial
Illinois
$320K +$7.46K +21 +2%
WF
3756
WinCap Financial
Massachusetts
$320K +$3.55K +10 +1%
GC
3757
Grange Capital
Oregon
$320K
SC
3758
Schulhoff & Co
Ohio
$320K
GB
3759
Goepper Burkhardt
South Carolina
$320K
JWWM
3760
Johnson & White Wealth Management
Pennsylvania
$319K -$8.54K -24 -3%
ITB
3761
Idaho Trust Bank
Idaho
$318K -$23.4K -66 -7%
VI
3762
Versor Investments
New York
$316K -$94.8K -267 -23%
PRRFG
3763
Paul R. Ried Financial Group
Washington
$315K +$3.91K +11 +1%
TIM
3764
Tortoise Investment Management
New York
$315K +$40.8K +115 +15%
Q
3765
QVR
California
$315K +$315K +888 New
PFG
3766
Prospect Financial Group
Virginia
$315K +$5.68K +16 +2%
MCM
3767
M1 Capital Management
Michigan
$315K +$23.8K +67 +8%
TIM
3768
Total Investment Management
Arizona
$315K +$16.7K +47 +6%
DFP
3769
Defined Financial Planning
California
$313K -$31.9K -92 -9%
JLBC
3770
J.L. Bainbridge & Co
Florida
$313K -$4.97K -14 -2%
FDW
3771
Fourth Dimension Wealth
Ohio
$312K -$10.7K -30 -3%
WJA
3772
Willis Johnson & Associates
Texas
$310K -$23.1K -65 -7%
TFA
3773
Trinity Financial Advisors
Ohio
$309K +$355 +1 +0.1%
THCM
3774
Taylor Hoffman Capital Management
Virginia
$309K +$16K +45 +5%
BOSSRA
3775
B.O.S.S. Retirement Advisors
Utah
$308K +$88.4K +249 +40%