4,287 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 1,758 increasing their positions, 1,836 reducing their positions, and 103 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: 1,758 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
AWM
3826
AllSquare Wealth Management
New York
$291K
KL
3827
KWMG LLC
Kansas
$291K
FMP
3828
Financial Management Professionals
Texas
$291K
MCM
3829
MontVue Capital Management
Virginia
$290K
SSG
3830
Summit Securities Group
New York
$289K
OWM
3831
Opes Wealth Management
California
$289K
BA
3832
Ballew Advisors
Mississippi
$289K
DW
3833
Durante & Waters
New York
$288K
FH
3834
Financial Harvest
Florida
$287K
KFS
3835
Keynote Financial Services
Connecticut
$287K
MP
3836
McDonald Partners
Ohio
$286K
SCA
3837
Sulzberger Capital Advisors
Florida
$286K
AMG
3838
Asset Management Group
Connecticut
$285K
SWMG
3839
Signature Wealth Management Group
Georgia
$284K
TMWM
3840
Taylor & Morgan Wealth Management
Michigan
$284K
SM
3841
Salzhauer Michael
$284K
KWM
3842
Kanen Wealth Management
Florida
$284K
IW
3843
Instrumental Wealth
Florida
$284K
MWM
3844
Massachusetts Wealth Management
Massachusetts
$284K
BC
3845
Barrett & Company
Rhode Island
$283K
FIM
3846
Fruth Investment Management
Texas
$283K
LWM
3847
Laidlaw Wealth Management
New York
$283K
FNBTCON
3848
First National Bank & Trust Co of Newtown
Pennsylvania
$283K
AWM
3849
Austin Wealth Management
Texas
$282K
SAM
3850
Synergy Asset Management
Washington
$282K