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
FWM
3776
Finer Wealth Management
Massachusetts
$322K
HFS
3777
Hoge Financial Services
Pennsylvania
$322K
AWM
3778
Apex Wealth Management
New Hampshire
$322K
EFG
3779
Ehrlich Financial Group
California
$322K
VPP
3780
Vertex Planning Partners
Illinois
$321K
FFP
3781
Forbes Financial Planning
Rhode Island
$321K
WWM
3782
Wiser Wealth Management
Georgia
$321K
GCA
3783
Greenwood Capital Associates
South Carolina
$320K
IF
3784
IRON Financial
Illinois
$320K
WF
3785
WinCap Financial
Massachusetts
$320K
GC
3786
Grange Capital
Oregon
$320K
SC
3787
Schulhoff & Co
Ohio
$320K
GB
3788
Goepper Burkhardt
South Carolina
$320K
JWWM
3789
Johnson & White Wealth Management
Pennsylvania
$319K
ITB
3790
Idaho Trust Bank
Idaho
$318K
VI
3791
Versor Investments
New York
$316K
PRRFG
3792
Paul R. Ried Financial Group
Washington
$315K
TIM
3793
Tortoise Investment Management
New York
$315K
Q
3794
QVR
California
$315K
PFG
3795
Prospect Financial Group
Virginia
$315K
MCM
3796
M1 Capital Management
Michigan
$315K
TIM
3797
Total Investment Management
Arizona
$315K
DFP
3798
Defined Financial Planning
California
$313K
JLBC
3799
J.L. Bainbridge & Co
Florida
$313K
FDW
3800
Fourth Dimension Wealth
Ohio
$312K