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
CWM
3926
CCG Wealth Management
California
$264K
PCMF
3927
Private Capital Management (Florida)
Florida
$263K
HWP
3928
Hibernia Wealth Partners
Louisiana
$260K
YAM
3929
Yacktman Asset Management
Texas
$260K
LFGO
3930
Legacy Financial Group (Oklahoma)
Oklahoma
$260K
PI
3931
Pachira Investments
California
$259K
TA
3932
TrueWealth Advisors
Alabama
$259K
DFG
3933
Dynamic Financial Group
Iowa
$258K
LWA
3934
LifeGoal Wealth Advisors
New York
$258K
POIA
3935
Pin Oak Investment Advisors
Texas
$258K
PFA
3936
Presper Financial Architects
Ohio
$258K
VFP
3937
Verus Financial Partners
Virginia
$257K
WBG
3938
Wharton Business Group
Pennsylvania
$257K
ODA
3939
One Degree Advisors
California
$255K
PWM
3940
Prosperity Wealth Management
California
$254K
RWP
3941
Ridgecrest Wealth Partners
California
$254K
LAM
3942
Lakewood Asset Management
Illinois
$254K
MWA
3943
MFA Wealth Advisors
Pennsylvania
$254K
GRA
3944
Golden Road Advisors
Florida
$252K
SEP
3945
Southland Equity Partners
Missouri
$252K
SCB
3946
Saudi Central Bank
Saudi Arabia
$252K
VR
3947
Valued Retirements
Texas
$251K
ADMI
3948
Albert D. Mason Inc
Massachusetts
$251K
AWM
3949
Able Wealth Management
New Jersey
$251K
PFG
3950
Pinnacle Financial Group
Illinois
$250K