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 %
SWM
4026
SK Wealth Management
Rhode Island
$216K +$216K +603 New
SFS
4027
Security Financial Services
Indiana
$214K +$214K +604 New
IWM
4028
Iams Wealth Management
Nebraska
$214K -$416K -1,171 -66%
SI
4029
Stonekeep Investments
New Mexico
$214K -$1.77K -5 -0.8%
PIA
4030
Panoramic Investment Advisors
Colorado
$214K -$6.04K -17 -3%
HI
4031
Humankind Investments
New York
$213K -$36.6K -103 -15%
TA
4032
Townsend & Associates
Colorado
$213K +$213K +597 New
BWM
4033
Bosman Wealth Management
California
$213K -$35.5K -100 -14%
MF
4034
Meridian Financial
Massachusetts
$213K
FCMT
4035
Founders Capital Management (Texas)
Texas
$213K
FDS
4036
First Dallas Securities
Texas
$213K +$213K +600 New
AWC
4037
Adamsbrown Wealth Consultants
Kansas
$213K
AWM
4038
Activest Wealth Management
Florida
$213K -$31.3K -88 -13%
AA
4039
ACT Advisors
North Carolina
$212K +$8.53K +24 +4%
RA
4040
Rodgers & Associates
Pennsylvania
$212K +$212K +598 New
PS
4041
Pinney & Scofield
Massachusetts
$212K +$8.17K +23 +4%
SIM
4042
Synergy Investment Management
Florida
$212K
LFA
4043
Lauterbach Financial Advisors
Texas
$212K
OFS
4044
Oldfather Financial Services
Nebraska
$211K +$4.97K +14 +2%
BWG
4045
Beta Wealth Group
California
$211K +$4.98K +14 +2%
DWS
4046
Dynamic Wealth Strategies
California
$211K -$26.6K -75 -11%
SWP
4047
ShoreHaven Wealth Partners
New Jersey
$210K
BFP
4048
Briaud Financial Planning
Texas
$210K +$27.9K +79 +15%
TA
4049
Teramo Advisors
Florida
$210K
MSRI
4050
Michael S. Ryan Inc
New York
$209K +$209K +590 New