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 %
NI
3976
NCP Inc
California
$229K -$118K -333 -34%
RIA
3977
RPG Investment Advisory
California
$229K -$223K -627 -49%
PF
3978
Penney Financial
Texas
$229K
PFA
3979
Pinnacle Family Advisors
Missouri
$229K +$690 +2 +0.3%
ACM
3980
Advance Capital Management
Michigan
$228K +$355 +1 +0.2%
DAM
3981
Doheny Asset Management
California
$228K
CA
3982
Cumberland Advisors
Florida
$227K -$3.55K -10 -2%
CFG
3983
Cosner Financial Group
Colorado
$227K
BWP
3984
Bernardo Wealth Planning
Pennsylvania
$227K +$11.7K +33 +5%
UOTTAIMCU
3985
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$227K
CS
3986
Capital Square
Tennessee
$227K +$19.8K +57 +10%
WCWM
3987
Wooster Corthell Wealth Management
Connecticut
$225K +$710 +2 +0.3%
PWM
3988
Provident Wealth Management
Tennessee
$225K
IWM
3989
IMG Wealth Management
Florida
$225K +$57.9K +163 +35%
OAJ
3990
Ogorek Anthony Joseph
New York
$225K +$3.18K +9 +1%
EC
3991
Eaton-Cambridge
Arizona
$225K +$15.3K +43 +7%
LL
3992
LPWM LLC
Minnesota
$224K
RIM
3993
RW Investment Management
Idaho
$224K +$224K +631 New
MWM
3994
Maltin Wealth Management
New Jersey
$224K +$355 +1 +0.2%
PFA
3995
Pettinga Financial Advisors
Indiana
$223K
GFWA
3996
Grey Fox Wealth Advisors
Delaware
$223K
IPW
3997
Impact Partnership Wealth
Georgia
$223K +$223K +629 New
WMWM
3998
Whitaker-Myers Wealth Managers
Ohio
$223K -$73.5K -207 -25%
PFS
3999
Prospect Financial Services
New York
$223K -$163K -460 -42%
TWM
4000
TSA Wealth Management
Texas
$223K +$223K +628 New