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 %
EPW
4076
Evergreen Private Wealth
Colorado
$193K -$44.1K -124 -19%
HFS
4077
Hopwood Financial Services
Virginia
$190K
FCG
4078
Financial Connections Group
California
$189K
RDFA
4079
Ritter Daniher Financial Advisory
Ohio
$188K +$23.4K +66 +14%
IA
4080
IFS Advisors
Kansas
$187K
CIM
4081
CCLA Investment Management
United Kingdom
$185K +$11.5K +32,369 +7%
NECFA
4082
New England Capital Financial Advisors
Connecticut
$183K
BHWM
4083
Bay Harbor Wealth Management
Maryland
$181K +$50.4K +142 +38%
1IA
4084
1620 Investment Advisors
Massachusetts
$179K +$80.8K +227 +82%
RBC
4085
Roble Belko & Company
Pennsylvania
$178K +$72.8K +205 +69%
S
4086
Sachetta
Massachusetts
$174K +$24.5K +69 +16%
MWM
4087
MorganRosel Wealth Management
Colorado
$171K -$8.17K -23 -5%
HC
4088
Hara Capital
Washington
$163K
BI
4089
Binnacle Investments
Iowa
$158K -$22.4K -63 -12%
CTWM
4090
Cherry Tree Wealth Management
Minnesota
$158K -$4.61K -13 -3%
HNW
4091
High Note Wealth
Minnesota
$158K
TLA
4092
Tanglewood Legacy Advisors
Texas
$157K -$9.94K -28 -6%
FGC
4093
Financial Gravity Companies
Texas
$156K +$156K +440 New
TCM
4094
TD Capital Management
Tennessee
$155K +$52.2K +147 +51%
PWMG
4095
Private Wealth Management Group
New Jersey
$152K -$1.07K -3 -0.7%
T
4096
Transce3nd
Texas
$151K +$1.42K +4 +1%
CMP
4097
Coston McIsaac & Partners
Maine
$148K
MAM
4098
Morse Asset Management
Connecticut
$148K +$32K +90 +28%
LWA
4099
Lowe Wealth Advisors
Maryland
$144K
RTL
4100
Red Tortoise LLC
Georgia
$143K