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
CTWM
4126
Cherry Tree Wealth Management
Minnesota
$158K
HNW
4127
High Note Wealth
Minnesota
$158K
TLA
4128
Tanglewood Legacy Advisors
Texas
$157K
FGC
4129
Financial Gravity Companies
Texas
$156K
TCM
4130
TD Capital Management
Tennessee
$155K
PWMG
4131
Private Wealth Management Group
New Jersey
$152K
T
4132
Transce3nd
Texas
$151K
CMP
4133
Coston McIsaac & Partners
Maine
$148K
MAM
4134
Morse Asset Management
Connecticut
$148K
LWA
4135
Lowe Wealth Advisors
Maryland
$144K
RTL
4136
Red Tortoise LLC
Georgia
$143K
IHWM
4137
Iron Horse Wealth Management
Iowa
$143K
IWP
4138
IAG Wealth Partners
Wisconsin
$141K
FFA
4139
Frazier Financial Advisors
Ohio
$139K
GXJ
4140
Global X Japan
Japan
$136K
EA
4141
Evolution Advisers
Virginia
$135K
CIAS
4142
CBIZ Investment Advisory Services
Ohio
$135K
KWM
4143
Kiker Wealth Management
Georgia
$134K
HHMI
4144
Howard Hughes Medical Institute
Maryland
$132K
Q1WB
4145
Quest 10 Wealth Builders
Virginia
$132K
BL
4146
BFSG LLC
California
$125K
GG
4147
Gleason Group
Kentucky
$125K
HWP
4148
Highline Wealth Partners
California
$124K
VWA
4149
Valued Wealth Advisors
Utah
$124K
W
4150
WealthCollab
Washington
$121K