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 %
BO
3801
Bank OZK
Arkansas
$294K -$34.1K -96 -10%
EF
3802
Exeter Financial
Arizona
$293K -$4.26K -12 -1%
EMAM
3803
Encompass More Asset Management
California
$293K +$16K +45 +6%
HAS
3804
Holland Advisory Services
Florida
$293K
IF
3805
Ironwood Financial
Arizona
$293K
CKAIS
3806
Christensen King & Associates Investment Services
Washington
$292K +$41.2K +116 +16%
FPGK
3807
Financial Partners Group (Kansas)
Kansas
$292K +$24.5K +69 +9%
GIM
3808
Guardian Investment Management
California
$291K -$10.8K -250 -4%
AWM
3809
AllSquare Wealth Management
New York
$291K -$17.8K -50 -6%
KL
3810
KWMG LLC
Kansas
$291K +$19.9K +56 +7%
FMP
3811
Financial Management Professionals
Texas
$291K -$9.59K -27 -3%
MCM
3812
MontVue Capital Management
Virginia
$290K +$23.4K +66 +9%
SSG
3813
Summit Securities Group
New York
$289K +$289K +815 New
OWM
3814
Opes Wealth Management
California
$289K -$41.2K -116 -12%
BA
3815
Ballew Advisors
Mississippi
$289K -$3.23K -9 -1%
DW
3816
Durante & Waters
New York
$288K
FH
3817
Financial Harvest
Florida
$287K +$287K +809 New
KFS
3818
Keynote Financial Services
Connecticut
$287K -$35.5K -100 -11%
MP
3819
McDonald Partners
Ohio
$286K -$27.3K -77 -9%
SCA
3820
Sulzberger Capital Advisors
Florida
$286K -$2.13K -6 -0.7%
AMG
3821
Asset Management Group
Connecticut
$285K +$710 +2 +0.3%
SWMG
3822
Signature Wealth Management Group
Georgia
$284K +$13.8K +39 +5%
TMWM
3823
Taylor & Morgan Wealth Management
Michigan
$284K +$355 +1 +0.1%
SM
3824
Salzhauer Michael
$284K
KWM
3825
Kanen Wealth Management
Florida
$284K