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 %
IW
3826
Instrumental Wealth
Florida
$284K +$3.82K +11 +1%
MWM
3827
Massachusetts Wealth Management
Massachusetts
$284K
BC
3828
Barrett & Company
Rhode Island
$283K +$71.4K +201 +34%
FIM
3829
Fruth Investment Management
Texas
$283K
LWM
3830
Laidlaw Wealth Management
New York
$283K +$19.2K +54 +7%
FNBTCON
3831
First National Bank & Trust Co of Newtown
Pennsylvania
$283K
AWM
3832
Austin Wealth Management
Texas
$282K +$28.3K +82 +11%
SAM
3833
Synergy Asset Management
Washington
$282K +$45.1K +127 +19%
FDDB
3834
Fidelity D&D Bancorp
Pennsylvania
$282K -$7.1K -20 -2%
AFM
3835
Armstrong Fleming & Moore
District of Columbia
$282K +$282K +793 New
AIA
3836
Alternative Investment Advisors
Florida
$281K -$19.5K -55 -6%
SA
3837
Skyline Advisors
Washington
$281K -$5.68K -16 -2%
JWS
3838
Juncture Wealth Strategies
Arizona
$281K
HCM
3839
HMS Capital Management
Tennessee
$280K
FPW
3840
Fairvoy Private Wealth
Alabama
$280K +$30.5K +86 +12%
CP
3841
Capital Planning
Washington
$279K -$142K -400 -34%
FPW
3842
Flywheel Private Wealth
California
$279K -$87.3K -246 -24%
VNA
3843
Valley National Advisers
Pennsylvania
$279K -$354 -1 -0.1%
WCM
3844
Warburton Capital Management
Oklahoma
$279K +$38.9K +111 +16%
SF
3845
Seros Financial
Arizona
$279K -$6.39K -18 -2%
HWMC
3846
Heritage Wealth Management (California)
California
$279K -$3.55K -10 -1%
VWM
3847
Verus Wealth Management
Wisconsin
$279K +$1.07K +3 +0.4%
LGW
3848
Leslie Global Wealth
Illinois
$278K +$13.8K +39 +5%
MC
3849
McCarthy & Cox
Ohio
$278K -$136K -383 -33%
ST
3850
Somerset Trust
Pennsylvania
$278K +$41.2K +116 +17%