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
AAS
3751
AdviceOne Advisory Services
Connecticut
$334K
EWP
3752
Elevation Wealth Partners
California
$333K
WCG
3753
Weaver Consulting Group
California
$333K
AWM
3754
Aegis Wealth Management
Maryland
$332K
MPM
3755
Meritage Portfolio Management
Kansas
$332K
TT
3756
TI-Trust
Illinois
$332K
SFC
3757
Strategic Financial Concepts
Texas
$332K
EAM
3758
Everstar Asset Management
North Carolina
$331K
PPC
3759
Pennington Partners & Co
Maryland
$330K
HCC
3760
Hirtle Callaghan & Co
Pennsylvania
$329K
FNWA
3761
Financial Network Wealth Advisors
Utah
$329K
AIP
3762
Almanack Investment Partners
Pennsylvania
$328K
HWM
3763
Horizon Wealth Management
Illinois
$327K
HFA
3764
Highland Financial Advisors
New Jersey
$327K
MPW
3765
Magnolia Private Wealth
Pennsylvania
$327K
SI
3766
Sava Infond
Slovenia
$327K
LC
3767
LCNB Corp
Ohio
$326K
RWM
3768
Rialto Wealth Management
New York
$326K
ACM
3769
Ardent Capital Management
Ohio
$326K
APW
3770
Aurora Private Wealth
New Jersey
$325K
AEPWM
3771
Atlantic Edge Private Wealth Management
Florida
$324K
OHIS
3772
Oak Harvest Investment Services
Texas
$324K
HCM
3773
Hilton Capital Management
New York
$323K
CA
3774
CapWealth Advisors
Tennessee
$323K
CFP
3775
Curran Financial Partners
South Carolina
$323K