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 %
RWM
4176
RMG Wealth Management
Wisconsin
$52.2K +$52.2K +150 New
WFA
4177
West Financial Advisors
Iowa
$51.5K
CIR
4178
Clear Investment Research
Georgia
$51.4K
BGC
4179
Beutel, Goodman & Co
Ontario, Canada
$51K -$9.85K -28 -16%
MDCM
4180
Morgan Dempsey Capital Management
Wisconsin
$49.7K
SAS
4181
Spurstone Advisory Services
Connecticut
$49.7K +$49.7K +140 New
GWSA
4182
Global Wealth Strategies & Associates
Colorado
$49K +$3.2K +9 +7%
LAMC
4183
Longview Asset Management (California)
California
$48.3K
OSNBOA
4184
Old Second National Bank of Aurora
Illinois
$48.3K +$8.52K +24 +21%
CWM
4185
CarsonAllaria Wealth Management
Illinois
$47.8K
VC
4186
Vestor Capital
Illinois
$46K -$413K -35,803 -90%
CFG
4187
CKW Financial Group
Hawaii
$44K
MHIP
4188
Mountain Hill Investment Partners
New Jersey
$42.6K
EIM
4189
Essex Investment Management
Massachusetts
$41.5K
DRP
4190
Decker Retirement Planning
Utah
$40.8K +$40.8K +115 New
WCM
4191
WealthTrak Capital Management
Virginia
$40.5K +$8.52K +24 +27%
QWM
4192
Quaker Wealth Management
New Jersey
$40.5K +$40.5K +114 New
AAG
4193
Accordant Advisory Group
Maryland
$40.1K
WW
4194
Winnow Wealth
Texas
$40.1K +$22.4K +63 +126%
CWM
4195
Consultiva Wealth Management
Puerto Rico
$39.1K
1NWS
4196
1 North Wealth Services
Maryland
$38.8K
WCM
4197
Westend Capital Management
California
$38.3K +$17.4K +49 +83%
CPA
4198
Compass Planning Associates
Massachusetts
$36.4K
CFS
4199
CGC Financial Services
Oregon
$35.5K -$12.8K -36 -26%
HC
4200
Hoese & Co
Minnesota
$35.5K +$35.5K +100 New