4,278 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 1,758 increasing their positions, 1,829 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: 1,758 | Existing positions reduced: 1,829

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: 683564 (-119)

Holders
4,278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
564
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
CWM
4201
CarsonAllaria Wealth Management
Illinois
$47.8K
VC
4202
Vestor Capital
Illinois
$46K
CFG
4203
CKW Financial Group
Hawaii
$44K
MHIP
4204
Mountain Hill Investment Partners
New Jersey
$42.6K
EIM
4205
Essex Investment Management
Massachusetts
$41.5K
DRP
4206
Decker Retirement Planning
Utah
$40.8K
CAWM
4207
Capital A Wealth Management
Pennsylvania
$40.6K
WCM
4208
WealthTrak Capital Management
Virginia
$40.5K
QWM
4209
Quaker Wealth Management
New Jersey
$40.5K
AAG
4210
Accordant Advisory Group
Maryland
$40.1K
WW
4211
Winnow Wealth
Texas
$40.1K
CWM
4212
Consultiva Wealth Management
Puerto Rico
$39.1K
1NWS
4213
1 North Wealth Services
Maryland
$38.8K
WCM
4214
Westend Capital Management
California
$38.3K
CPA
4215
Compass Planning Associates
Massachusetts
$36.4K
CFS
4216
CGC Financial Services
Oregon
$35.5K
HC
4217
Hoese & Co
Minnesota
$35.5K
VWWMG
4218
Vermillion & White Wealth Management Group
Pennsylvania
$32.6K
CWM
4219
Cranbrook Wealth Management
Michigan
$32.2K
CG
4220
Curat Global
New Hampshire
$32K
BFS
4221
Bare Financial Services
Pennsylvania
$31.6K
OBWP
4222
O'Brien Wealth Partners
Massachusetts
$31.6K
ACM
4223
Anfield Capital Management
California
$31.2K
CM
4224
Capula Management
Cayman Islands
$30.9K
SHM
4225
Sagard Holdings Management
Ontario, Canada
$30.9K