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
VBFP
4051
Valtinson Bruner Financial Planning
Minnesota
$220K
WFAG
4052
Wescott Financial Advisory Group
Pennsylvania
$220K
SICM
4053
Sustainable Insight Capital Management
New York
$220K
BWA
4054
Brave Warrior Advisors
New York
$219K
WFP
4055
Wrenne Financial Planning
Kentucky
$219K
PRS
4056
Pinkerton Retirement Specialists
Idaho
$219K
WAM
4057
Wilsey Asset Management
California
$218K
SFO
4058
Standard Family Office
South Dakota
$217K
CFP
4059
Comprehensive Financial Planning
Pennsylvania
$217K
LWM
4060
Latko Wealth Management
Illinois
$217K
AWP
4061
Astra Wealth Partners
New Jersey
$217K
SWM
4062
SK Wealth Management
Rhode Island
$216K
SFS
4063
Security Financial Services
Indiana
$214K
IWM
4064
Iams Wealth Management
Nebraska
$214K
SI
4065
Stonekeep Investments
New Mexico
$214K
PIA
4066
Panoramic Investment Advisors
Colorado
$214K
HI
4067
Humankind Investments
New York
$213K
TA
4068
Townsend & Associates
Colorado
$213K
BWM
4069
Bosman Wealth Management
California
$213K
MF
4070
Meridian Financial
Massachusetts
$213K
FCMT
4071
Founders Capital Management (Texas)
Texas
$213K
FDS
4072
First Dallas Securities
Texas
$213K
AWC
4073
Adamsbrown Wealth Consultants
Kansas
$213K
AWM
4074
Activest Wealth Management
Florida
$213K
AA
4075
ACT Advisors
North Carolina
$212K