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 %
IHWM
4101
Iron Horse Wealth Management
Iowa
$143K +$40.8K +115 +40%
IWP
4102
IAG Wealth Partners
Wisconsin
$141K -$15.3K -43 -10%
FFA
4103
Frazier Financial Advisors
Ohio
$139K +$39.7K +112 +40%
GXJ
4104
Global X Japan
Japan
$136K +$79.2K +223 +139%
EA
4105
Evolution Advisers
Virginia
$135K
CIAS
4106
CBIZ Investment Advisory Services
Ohio
$135K +$34.5K +97 +34%
KWM
4107
Kiker Wealth Management
Georgia
$134K -$9.24K -26 -6%
HHMI
4108
Howard Hughes Medical Institute
Maryland
$132K +$132K +372 New
BL
4109
BFSG LLC
California
$125K -$2.49K -7 -2%
GG
4110
Gleason Group
Kentucky
$125K +$355 +1 +0.3%
HWP
4111
Highline Wealth Partners
California
$124K +$38.3K +108 +45%
VWA
4112
Valued Wealth Advisors
Utah
$124K +$3.55K +10 +3%
W
4113
WealthCollab
Washington
$121K +$1.07K +3 +0.9%
MFG
4114
Mendota Financial Group
Wisconsin
$121K
CCM
4115
Carderock Capital Management
Maryland
$121K +$121K +340 New
IRC
4116
Investors Research Corp
Georgia
$117K
WOSD
4117
WFA of San Diego
California
$115K +$115K +325 New
DPW
4118
DiNuzzo Private Wealth
Pennsylvania
$114K
AP
4119
Aspect Partners
Virginia
$109K +$25.2K +71 +30%
BTC
4120
Bank & Trust Company
Illinois
$109K -$8.17K -23 -7%
BHWM
4121
Beaird Harris Wealth Management
Texas
$108K -$8.17K -23 -7%
LFA
4122
Legend Financial Advisors
Pennsylvania
$107K -$482K -1,357 -82%
NCM
4123
Northwest Capital Management
Oregon
$107K -$5.68K -16 -5%
WTFG
4124
Wood Tarver Financial Group
Idaho
$106K
CCMI
4125
Creative Capital Management Investments
California
$106K