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
HCP
4026
Hardin Capital Partners
South Carolina
$222K
KCM
4027
Kendall Capital Management
Maryland
$222K
BW
4028
Balance Wealth
Ohio
$222K
DJYG
4029
David J. Yvars Group
Florida
$222K
SC
4030
Schubert & Co
Texas
$221K
AWM
4031
Adams Wealth Management
Utah
$220K
CI
4032
CacheTech Inc
Utah
$220K
OWA
4033
ORBA Wealth Advisors
Illinois
$220K
SFC
4034
Summit Financial Consulting
Michigan
$220K
DC
4035
Defender Capital
North Carolina
$220K
VBFP
4036
Valtinson Bruner Financial Planning
Minnesota
$220K
WFAG
4037
Wescott Financial Advisory Group
Pennsylvania
$220K
SICM
4038
Sustainable Insight Capital Management
New York
$220K
BWA
4039
Brave Warrior Advisors
New York
$219K
WFP
4040
Wrenne Financial Planning
Kentucky
$219K
PRS
4041
Pinkerton Retirement Specialists
Idaho
$219K
WAM
4042
Wilsey Asset Management
California
$218K
SFO
4043
Standard Family Office
South Dakota
$217K
CFP
4044
Comprehensive Financial Planning
Pennsylvania
$217K
LWM
4045
Latko Wealth Management
Illinois
$217K
AWP
4046
Astra Wealth Partners
New Jersey
$217K
SWM
4047
SK Wealth Management
Rhode Island
$216K
SFS
4048
Security Financial Services
Indiana
$214K
IWM
4049
Iams Wealth Management
Nebraska
$214K
SI
4050
Stonekeep Investments
New Mexico
$214K