4,287 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 1,758 increasing their positions, 1,836 reducing their positions, and 103 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: 1,758 | Existing positions reduced: 1,836

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: 683566 (-117)

Holders
4,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
RDFA
4101
Ritter Daniher Financial Advisory
Ohio
$188K
IA
4102
IFS Advisors
Kansas
$187K
CIM
4103
CCLA Investment Management
United Kingdom
$185K
NECFA
4104
New England Capital Financial Advisors
Connecticut
$183K
BHWM
4105
Bay Harbor Wealth Management
Maryland
$181K
1IA
4106
1620 Investment Advisors
Massachusetts
$179K
RBC
4107
Roble Belko & Company
Pennsylvania
$178K
S
4108
Sachetta
Massachusetts
$174K
MWM
4109
MorganRosel Wealth Management
Colorado
$171K
HC
4110
Hara Capital
Washington
$163K
BI
4111
Binnacle Investments
Iowa
$158K
CTWM
4112
Cherry Tree Wealth Management
Minnesota
$158K
HNW
4113
High Note Wealth
Minnesota
$158K
TLA
4114
Tanglewood Legacy Advisors
Texas
$157K
FGC
4115
Financial Gravity Companies
Texas
$156K
TCM
4116
TD Capital Management
Tennessee
$155K
PWMG
4117
Private Wealth Management Group
New Jersey
$152K
T
4118
Transce3nd
Texas
$151K
CMP
4119
Coston McIsaac & Partners
Maine
$148K
MAM
4120
Morse Asset Management
Connecticut
$148K
LWA
4121
Lowe Wealth Advisors
Maryland
$144K
RTL
4122
Red Tortoise LLC
Georgia
$143K
IHWM
4123
Iron Horse Wealth Management
Iowa
$143K
IWP
4124
IAG Wealth Partners
Wisconsin
$141K
FFA
4125
Frazier Financial Advisors
Ohio
$139K