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 %
HP
3926
Highlander Partners
Texas
$249K
SAS
3927
Stelac Advisory Services
New York
$248K +$22.4K +63 +10%
RW
3928
REDW Wealth
New Mexico
$248K +$3.91K +11 +2%
PP
3929
PFS Partners
New Jersey
$248K +$213K +600 +612%
CAM
3930
Councilmark Asset Management
Tennessee
$247K
BSTWA
3931
Blake Schutter Theil Wealth Advisors
Ohio
$247K
PI
3932
Parkside Investments
Illinois
$247K +$355 +1 +0.1%
VPWA
3933
Vestia Personal Wealth Advisors
Indiana
$246K +$9.58K +27 +4%
BWM
3934
BKM Wealth Management
Wisconsin
$245K -$2.13K -6 -0.9%
PAG
3935
Poinciana Advisors Group
Florida
$245K +$18.8K +53 +8%
BIA
3936
BHK Investment Advisors
Alabama
$245K +$4.61K +13 +2%
HTWM
3937
Hartmann Taylor Wealth Management
Texas
$245K
RA
3938
Riverstone Advisors
Texas
$244K
TI
3939
tru Independence
Oregon
$244K +$9.59K +27 +4%
RIM
3940
Reliant Investment Management
Tennessee
$244K
CISOA
3941
Capital Investment Services of America
Wisconsin
$243K
IWB
3942
Innovative Wealth Building
Maryland
$243K +$25.2K +71 +12%
SIC
3943
SFE Investment Counsel
California
$243K -$44.8K -126 -16%
CP
3944
Creekside Partners
California
$243K
CA
3945
Carson Advisory
Georgia
$243K -$2.84K -8 -1%
FA
3946
Financial Avengers
California
$241K +$355 +1 +0.1%
CYG
3947
Clean Yield Group
Vermont
$241K
ONST
3948
Old North State Trust
North Carolina
$241K +$241K +679 New
RWA
3949
Rooted Wealth Advisors
Illinois
$241K +$6.61K +19 +3%
BWIA
3950
Bryant Woods Investment Advisors
New York
$240K -$3.91K -11 -2%