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
MSWMA
4101
Market Street Wealth Management Advisors
Indiana
$204K
RI
4102
Rinkey Investments
California
$203K
DWM
4103
Daner Wealth Management
Georgia
$203K
GCWM
4104
Graham Capital Wealth Management
District of Columbia
$203K
AWM
4105
Altus Wealth Management
Kentucky
$203K
WPA
4106
Wealth Preservation Advisors
Tennessee
$202K
EFA
4107
Edge Financial Advisors
Illinois
$202K
WA
4108
Wealthstar Advisors
Texas
$202K
IFA
4109
Independence Financial Advisors
New Hampshire
$201K
KLI
4110
Kelman-Lazarov Inc
Tennessee
$201K
T
4111
Tidemark
California
$197K
EPW
4112
Evergreen Private Wealth
Colorado
$193K
HFS
4113
Hopwood Financial Services
Virginia
$190K
FCG
4114
Financial Connections Group
California
$189K
RDFA
4115
Ritter Daniher Financial Advisory
Ohio
$188K
IA
4116
IFS Advisors
Kansas
$187K
CIM
4117
CCLA Investment Management
United Kingdom
$185K
NECFA
4118
New England Capital Financial Advisors
Connecticut
$183K
BHWM
4119
Bay Harbor Wealth Management
Maryland
$181K
1IA
4120
1620 Investment Advisors
Massachusetts
$179K
RBC
4121
Roble Belko & Company
Pennsylvania
$178K
S
4122
Sachetta
Massachusetts
$174K
MWM
4123
MorganRosel Wealth Management
Colorado
$171K
HC
4124
Hara Capital
Washington
$163K
BI
4125
Binnacle Investments
Iowa
$158K