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 %
VWWMG
4201
Vermillion & White Wealth Management Group
Pennsylvania
$32.6K -$21.6K -61 -40%
CWM
4202
Cranbrook Wealth Management
Michigan
$32.2K +$14.5K +41 +82%
CG
4203
Curat Global
New Hampshire
$32K +$12.4K +35 +64%
BFS
4204
Bare Financial Services
Pennsylvania
$31.6K +$23.4K +66 +287%
OBWP
4205
O'Brien Wealth Partners
Massachusetts
$31.6K -$23.4K -66 -43%
ACM
4206
Anfield Capital Management
California
$31.2K +$1.42K +4 +5%
CM
4207
Capula Management
Cayman Islands
$30.9K -$489K -1,378 -94%
SHM
4208
Sagard Holdings Management
Ontario, Canada
$30.9K +$30.9K +87 New
PA
4209
Pineridge Advisors
Missouri
$30.2K +$3.2K +9 +12%
FG
4210
Fairman Group
Pennsylvania
$29.8K
BCPWM
4211
Bradley & Co Private Wealth Management
Florida
$29.8K
HAP
4212
Harbor Asset Planning
Massachusetts
$28.8K +$28.8K +81 New
PWA
4213
Principia Wealth Advisory
Texas
$28.4K +$4.62K +13 +19%
FLFS
4214
Family Legacy Financial Solutions
North Carolina
$27.8K +$27.8K +78 New
MSWA
4215
Marshall & Sterling Wealth Advisors
New York
$27.7K +$355 +1 +1%
KGP
4216
Keystone Global Partners
Colorado
$26.3K
CWA
4217
Carolina Wealth Advisors
South Carolina
$25.2K
CFS
4218
Compass Financial Services
Iowa
$23.8K
FFL
4219
Financial Freedom LLC
Ohio
$23.8K
MDA
4220
Minot DeBlois Advisors
Massachusetts
$22.1K -$5.36K -15 -19%
CJH
4221
Christopher J. Hasenberg
Wisconsin
$20.9K
HIA
4222
HFM Investment Advisors
New Jersey
$20.6K +$6.39K +18 +45%
BIM
4223
Breakwater Investment Management
Washington
$19.2K
EWM
4224
Evolution Wealth Management
Florida
$19.2K +$19.2K +54 New
MAFA
4225
MJT & Associates Financial Advisory
Minnesota
$17.4K