4,303 hedge funds and large institutions have $533B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 1,769 increasing their positions, 1,838 reducing their positions, and 102 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: 1,769 | Existing positions reduced: 1,838

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: 685567 (-118)

Holders
4,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
567
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
RIM
4026
RW Investment Management
Idaho
$224K
MWM
4027
Maltin Wealth Management
New Jersey
$224K
PFA
4028
Pettinga Financial Advisors
Indiana
$223K
GFWA
4029
Grey Fox Wealth Advisors
Delaware
$223K
SWIM
4030
Smallwood Wealth Investment Management
New Jersey
$223K
IPW
4031
Impact Partnership Wealth
Georgia
$223K
WMWM
4032
Whitaker-Myers Wealth Managers
Ohio
$223K
PFS
4033
Prospect Financial Services
New York
$223K
TWM
4034
TSA Wealth Management
Texas
$223K
PWA
4035
Peterson Wealth Advisors
Utah
$223K
KA
4036
Kooman & Associates
Pennsylvania
$223K
CW
4037
Code Waechter
Florida
$222K
TFG
4038
Taylor Financial Group
Virginia
$222K
CI
4039
Carroll Investors
South Carolina
$222K
CC
4040
Commons Capital
Massachusetts
$222K
HCP
4041
Hardin Capital Partners
South Carolina
$222K
KCM
4042
Kendall Capital Management
Maryland
$222K
BW
4043
Balance Wealth
Ohio
$222K
DJYG
4044
David J. Yvars Group
Florida
$222K
SC
4045
Schubert & Co
Texas
$221K
AWM
4046
Adams Wealth Management
Utah
$220K
CI
4047
CacheTech Inc
Utah
$220K
OWA
4048
ORBA Wealth Advisors
Illinois
$220K
DC
4049
Defender Capital
North Carolina
$220K
SFC
4050
Summit Financial Consulting
Michigan
$220K