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
WJA
3801
Willis Johnson & Associates
Texas
$310K
TFA
3802
Trinity Financial Advisors
Ohio
$309K
THCM
3803
Taylor Hoffman Capital Management
Virginia
$309K
BOSSRA
3804
B.O.S.S. Retirement Advisors
Utah
$308K
MWM
3805
Marion Wealth Management
Pennsylvania
$308K
EM
3806
ELCO Management
New York
$307K
API
3807
Asset Planning Inc
California
$307K
TC
3808
Truvestments Capital
Florida
$306K
AAM
3809
AR Asset Management
California
$305K
Dodge & Cox
3810
Dodge & Cox
California
$305K
SL
3811
Salomon & Ludwin
Virginia
$305K
WIA
3812
Wetzel Investment Advisors
Indiana
$305K
RWMG
3813
Redwood Wealth Management Group
New Jersey
$304K
SWM
3814
SilverOak Wealth Management
Minnesota
$303K
Betterment LLC
3815
Betterment LLC
New York
$303K
WP
3816
Wealthspan Partners
Iowa
$303K
HC
3817
Headland Capital
South Carolina
$301K
AWP
3818
Avid Wealth Partners
Texas
$301K
RC
3819
Rexford Capital
Texas
$300K
TC
3820
Tacita Capital
Ontario, Canada
$300K
LFP
3821
Lakeshore Financial Planning
Michigan
$299K
USB
3822
Union Savings Bank
Connecticut
$298K
AWA
3823
Artemis Wealth Advisors
New York
$297K
FWM
3824
FSA Wealth Management
Massachusetts
$296K
SM
3825
Sensible Money
Arizona
$296K