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 %
PWA
4001
Peterson Wealth Advisors
Utah
$223K +$223K +628 New
KA
4002
Kooman & Associates
Pennsylvania
$223K -$1.07K -3 -0.5%
CW
4003
Code Waechter
Florida
$222K -$6.39K -18 -3%
TFG
4004
Taylor Financial Group
Virginia
$222K
CI
4005
Carroll Investors
South Carolina
$222K
CC
4006
Commons Capital
Massachusetts
$222K +$355 +1 +0.2%
HCP
4007
Hardin Capital Partners
South Carolina
$222K -$34.1K -96 -13%
KCM
4008
Kendall Capital Management
Maryland
$222K +$13.1K +37 +6%
BW
4009
Balance Wealth
Ohio
$222K +$15.6K +44 +8%
DJYG
4010
David J. Yvars Group
Florida
$222K
SC
4011
Schubert & Co
Texas
$221K +$221K +623 New
OWA
4012
ORBA Wealth Advisors
Illinois
$220K -$528K -1,488 -71%
SFC
4013
Summit Financial Consulting
Michigan
$220K
DC
4014
Defender Capital
North Carolina
$220K
VBFP
4015
Valtinson Bruner Financial Planning
Minnesota
$220K +$220K +620 New
WFAG
4016
Wescott Financial Advisory Group
Pennsylvania
$220K +$220K +620 New
SICM
4017
Sustainable Insight Capital Management
New York
$220K -$262K -739 -54%
BWA
4018
Brave Warrior Advisors
New York
$219K
WFP
4019
Wrenne Financial Planning
Kentucky
$219K +$4.26K +12 +2%
PRS
4020
Pinkerton Retirement Specialists
Idaho
$219K +$219K +616 New
WAM
4021
Wilsey Asset Management
California
$218K +$2.84K +8 +1%
CFP
4022
Comprehensive Financial Planning
Pennsylvania
$217K
SFO
4023
Standard Family Office
South Dakota
$217K
LWM
4024
Latko Wealth Management
Illinois
$217K +$217K +611 New
AWP
4025
Astra Wealth Partners
New Jersey
$217K +$217K +611 New