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 %
MWM
3776
Marion Wealth Management
Pennsylvania
$308K +$33.4K +94 +12%
EM
3777
ELCO Management
New York
$307K -$17.8K -50 -5%
API
3778
Asset Planning Inc
California
$307K
TC
3779
Truvestments Capital
Florida
$306K -$29.1K -82 -9%
AAM
3780
AR Asset Management
California
$305K
Dodge & Cox
3781
Dodge & Cox
California
$305K -$35.5K -100 -10%
SL
3782
Salomon & Ludwin
Virginia
$305K +$44.6K +126 +17%
WIA
3783
Wetzel Investment Advisors
Indiana
$305K -$29.8K -84 -9%
RWMG
3784
Redwood Wealth Management Group
New Jersey
$304K -$1.42K -4 -0.5%
SWM
3785
SilverOak Wealth Management
Minnesota
$303K +$303K +854 New
Betterment LLC
3786
Betterment LLC
New York
$303K -$16.4K -46 -5%
WP
3787
Wealthspan Partners
Iowa
$303K -$4.62K -13 -2%
HC
3788
Headland Capital
South Carolina
$301K +$18.1K +51 +6%
AWP
3789
Avid Wealth Partners
Texas
$301K +$301K +847 New
RC
3790
Rexford Capital
Texas
$300K +$300K +846 New
TC
3791
Tacita Capital
Ontario, Canada
$300K +$92.3K +260 +45%
LFP
3792
Lakeshore Financial Planning
Michigan
$299K
USB
3793
Union Savings Bank
Connecticut
$298K -$3.11K -9 -1%
AWA
3794
Artemis Wealth Advisors
New York
$297K +$297K +836 New
FWM
3795
FSA Wealth Management
Massachusetts
$296K
SM
3796
Sensible Money
Arizona
$296K
SPP
3797
Single Point Partners
Massachusetts
$296K +$6.03K +17 +2%
CCM
3798
Collar Capital Management
Wisconsin
$296K
VWM
3799
Vermillion Wealth Management
Minnesota
$294K
RSA
3800
River Street Advisors
Illinois
$294K +$44.4K +125 +18%