4,287 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 1,758 increasing their positions, 1,836 reducing their positions, and 103 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: 1,758 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
BWP
4001
Bernardo Wealth Planning
Pennsylvania
$227K
UOTTAIMCU
4002
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$227K
CS
4003
Capital Square
Tennessee
$227K
DCBT
4004
Dakota Community Bank & Trust
North Dakota
$226K
WCWM
4005
Wooster Corthell Wealth Management
Connecticut
$225K
PWM
4006
Provident Wealth Management
Tennessee
$225K
IWM
4007
IMG Wealth Management
Florida
$225K
OAJ
4008
Ogorek Anthony Joseph
New York
$225K
EC
4009
Eaton-Cambridge
Arizona
$225K
LL
4010
LPWM LLC
Minnesota
$224K
RIM
4011
RW Investment Management
Idaho
$224K
MWM
4012
Maltin Wealth Management
New Jersey
$224K
PFA
4013
Pettinga Financial Advisors
Indiana
$223K
GFWA
4014
Grey Fox Wealth Advisors
Delaware
$223K
SWIM
4015
Smallwood Wealth Investment Management
New Jersey
$223K
IPW
4016
Impact Partnership Wealth
Georgia
$223K
WMWM
4017
Whitaker-Myers Wealth Managers
Ohio
$223K
PFS
4018
Prospect Financial Services
New York
$223K
TWM
4019
TSA Wealth Management
Texas
$223K
PWA
4020
Peterson Wealth Advisors
Utah
$223K
KA
4021
Kooman & Associates
Pennsylvania
$223K
CW
4022
Code Waechter
Florida
$222K
CI
4023
Carroll Investors
South Carolina
$222K
TFG
4024
Taylor Financial Group
Virginia
$222K
CC
4025
Commons Capital
Massachusetts
$222K