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
VWM
3876
Verus Wealth Management
Wisconsin
$279K
LGW
3877
Leslie Global Wealth
Illinois
$278K
MC
3878
McCarthy & Cox
Ohio
$278K
ST
3879
Somerset Trust
Pennsylvania
$278K
TBC
3880
Ted Buchan & Co
California
$278K
PSCM
3881
Per Stirling Capital Management
Texas
$278K
AWM
3882
AAF Wealth Management
Massachusetts
$278K
PWM
3883
Partners Wealth Management
California
$278K
FCT
3884
First Community Trust
Iowa
$277K
WMA
3885
William Mack & Associates
Michigan
$277K
DWA
3886
Delap Wealth Advisory
Oregon
$277K
SFG
3887
Synergy Financial Group
California
$277K
AAIM
3888
Asset Advisors Investment Management
Georgia
$276K
PGA
3889
Portland Global Advisors
Maine
$276K
ACA
3890
Aspire Capital Advisors
Washington
$275K
JF
3891
Joule Financial
Kentucky
$274K
FS
3892
Financial Symmetry
North Carolina
$274K
UWP
3893
Uniting Wealth Partners
Kansas
$273K
RFM
3894
Royal Fund Management
Florida
$273K
EARNEST Partners
3895
EARNEST Partners
Georgia
$273K
EW
3896
Enzi Wealth
Texas
$273K
DI
3897
DDFG Inc
California
$273K
FCM
3898
Fogel Capital Management
Florida
$273K
ODFS
3899
O'Donnell Financial Services
California
$272K
RCM
3900
Requisite Capital Management
Texas
$272K