4,302 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, 1,768 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: 1,768 | 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
4,302
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
PS
4076
Pinney & Scofield
Massachusetts
$212K
SIM
4077
Synergy Investment Management
Florida
$212K
LFA
4078
Lauterbach Financial Advisors
Texas
$212K
OFS
4079
Oldfather Financial Services
Nebraska
$211K
BWG
4080
Beta Wealth Group
California
$211K
DWS
4081
Dynamic Wealth Strategies
California
$211K
SWP
4082
ShoreHaven Wealth Partners
New Jersey
$210K
BFP
4083
Briaud Financial Planning
Texas
$210K
TA
4084
Teramo Advisors
Florida
$210K
MSRI
4085
Michael S. Ryan Inc
New York
$209K
CIM
4086
Confluence Investment Management
Missouri
$209K
OPWM
4087
Oxinas Partners Wealth Management
Indiana
$209K
WAG
4088
Wiser Advisor Group
Arizona
$209K
SWAG
4089
Spectrum Wealth Advisory Group
California
$209K
KBFS
4090
Kohmann Bosshard Financial Services
Ohio
$209K
EI
4091
eCIO Inc
Wisconsin
$209K
SCP
4092
Stevens Capital Partners
Nebraska
$208K
WWA
4093
Wisconsin Wealth Advisors
Wisconsin
$208K
WB
4094
West Bancorporation
Iowa
$208K
MCM
4095
Marathon Capital Management
Maryland
$207K
IPW
4096
IronBridge Private Wealth
Texas
$207K
AWMNY
4097
Arcadia Wealth Management (New York)
New York
$207K
WAG
4098
Wheelhouse Advisory Group
Missouri
$206K
SWA
4099
ShankerValleau Wealth Advisors
Illinois
$205K
CWA
4100
Clarus Wealth Advisors
Arizona
$204K