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
SWMG
3851
Signature Wealth Management Group
Georgia
$284K
TMWM
3852
Taylor & Morgan Wealth Management
Michigan
$284K
KWM
3853
Kanen Wealth Management
Florida
$284K
SM
3854
Salzhauer Michael
$284K
IW
3855
Instrumental Wealth
Florida
$284K
MWM
3856
Massachusetts Wealth Management
Massachusetts
$284K
BC
3857
Barrett & Company
Rhode Island
$283K
FIM
3858
Fruth Investment Management
Texas
$283K
LWM
3859
Laidlaw Wealth Management
New York
$283K
FNBTCON
3860
First National Bank & Trust Co of Newtown
Pennsylvania
$283K
AWM
3861
Austin Wealth Management
Texas
$282K
SAM
3862
Synergy Asset Management
Washington
$282K
FDDB
3863
Fidelity D&D Bancorp
Pennsylvania
$282K
AFM
3864
Armstrong Fleming & Moore
District of Columbia
$282K
AIA
3865
Alternative Investment Advisors
Florida
$281K
SA
3866
Skyline Advisors
Washington
$281K
JWS
3867
Juncture Wealth Strategies
Arizona
$281K
HCM
3868
HMS Capital Management
Tennessee
$280K
FPW
3869
Fairvoy Private Wealth
Alabama
$280K
CP
3870
Capital Planning
Washington
$279K
FPW
3871
Flywheel Private Wealth
California
$279K
VNA
3872
Valley National Advisers
Pennsylvania
$279K
WCM
3873
Warburton Capital Management
Oklahoma
$279K
SF
3874
Seros Financial
Arizona
$279K
HWMC
3875
Heritage Wealth Management (California)
California
$279K