4,301 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, 1,767 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: 1,767 | 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: 684566 (-118)

Holders
4,301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
BCPWM
4251
Bradley & Co Private Wealth Management
Florida
$29.8K
HAP
4252
Harbor Asset Planning
Massachusetts
$28.8K
PWA
4253
Principia Wealth Advisory
Texas
$28.4K
FLFS
4254
Family Legacy Financial Solutions
North Carolina
$27.8K
MSWA
4255
Marshall & Sterling Wealth Advisors
New York
$27.7K
KGP
4256
Keystone Global Partners
Colorado
$26.3K
CWA
4257
Carolina Wealth Advisors
South Carolina
$25.2K
CFS
4258
Compass Financial Services
Iowa
$23.8K
FFL
4259
Financial Freedom LLC
Ohio
$23.8K
MDA
4260
Minot DeBlois Advisors
Massachusetts
$22.1K
CJH
4261
Christopher J. Hasenberg
Wisconsin
$20.9K
HIA
4262
HFM Investment Advisors
New Jersey
$20.6K
BIM
4263
Breakwater Investment Management
Washington
$19.2K
EWM
4264
Evolution Wealth Management
Florida
$19.2K
MAFA
4265
MJT & Associates Financial Advisory
Minnesota
$17.4K
HRC
4266
Hoertkorn Richard Charles
$16.3K
PWM
4267
Parkworth Wealth Management
California
$16.3K
EWA
4268
EQ Wealth Advisors
Texas
$15.3K
RIM
4269
Ryan Investment Management
Colorado
$15.3K
EC
4270
Elequin Capital
New York
$14.6K
CMBA
4271
C.M. Bidwell & Associates
Hawaii
$14.2K
CWM
4272
Copia Wealth Management
Oregon
$14.2K
WA
4273
WestEnd Advisors
North Carolina
$13.5K
LC
4274
Luminist Capital
Michigan
$12.8K
LIM
4275
Longfellow Investment Management
Massachusetts
$12.1K