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 %
CIM
4051
Confluence Investment Management
Missouri
$209K -$19.2K -54 -8%
OPWM
4052
Oxinas Partners Wealth Management
Indiana
$209K -$41.2K -116 -16%
WAG
4053
Wiser Advisor Group
Arizona
$209K +$355 +1 +0.2%
SWAG
4054
Spectrum Wealth Advisory Group
California
$209K +$710 +2 +0.3%
KBFS
4055
Kohmann Bosshard Financial Services
Ohio
$209K -$11.7K -33 -5%
EI
4056
eCIO Inc
Wisconsin
$209K -$1.42K -4 -0.7%
SCP
4057
Stevens Capital Partners
Nebraska
$208K +$208K +613 New
WWA
4058
Wisconsin Wealth Advisors
Wisconsin
$208K +$355 +1 +0.2%
WB
4059
West Bancorporation
Iowa
$208K
MCM
4060
Marathon Capital Management
Maryland
$207K +$4.62K +13 +2%
AWMNY
4061
Arcadia Wealth Management (New York)
New York
$207K
WAG
4062
Wheelhouse Advisory Group
Missouri
$206K +$206K +581 New
SWA
4063
ShankerValleau Wealth Advisors
Illinois
$205K
CWA
4064
Clarus Wealth Advisors
Arizona
$204K +$204K +576 New
MSWMA
4065
Market Street Wealth Management Advisors
Indiana
$204K +$204K +574 New
RI
4066
Rinkey Investments
California
$203K +$203K +573 New
DWM
4067
Daner Wealth Management
Georgia
$203K +$203K +604 New
GCWM
4068
Graham Capital Wealth Management
District of Columbia
$203K +$203K +572 New
AWM
4069
Altus Wealth Management
Kentucky
$203K -$42.6K -120 -17%
WPA
4070
Wealth Preservation Advisors
Tennessee
$202K
EFA
4071
Edge Financial Advisors
Illinois
$202K +$202K +569 New
WA
4072
Wealthstar Advisors
Texas
$202K -$43K -121 -18%
IFA
4073
Independence Financial Advisors
New Hampshire
$201K -$6.04K -17 -3%
KLI
4074
Kelman-Lazarov Inc
Tennessee
$201K +$201K +565 New
T
4075
Tidemark
California
$197K -$2.13K -6 -1%