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 %
MA
4326
MBA Advisors
Pennsylvania
-$426K -1,216 Closed
MFA
4327
McClarren Financial Advisors
Pennsylvania
-$104K -1,205 Closed
NC
4328
NovaPoint Capital
Georgia
-$404K -1,153 Closed
CW
4329
Cook Wealth
North Carolina
-$357K -1,043 Closed
EP
4330
Edgestream Partners
New Jersey
-$340K -969 Closed
VWM
4331
VCI Wealth Management
Missouri
-$321K -917 Closed
TCTWM
4332
Three Cord True Wealth Management
Pennsylvania
-$310K -884 Closed
MFA
4333
Morling Financial Advisors
California
-$288K -823 Closed
GFA
4334
Gallagher Fiduciary Advisors
Illinois
-$287K -820 Closed
LWMT
4335
Legacy Wealth Management (Tennessee)
Tennessee
-$280K -800 Closed
CNC
4336
Citizens & Northern Corp
Pennsylvania
-$272K -775 Closed
CCP
4337
Clarity Capital Partners
California
-$267K -763 Closed
NJBEST
4338
New Jersey Better Educational Savings Trust
New Jersey
-$266K -758 Closed
CI
4339
Corient IA
Florida
-$263K -750 Closed
BAM
4340
BOCHK Asset Management
Hong Kong
-$245K -700 Closed
MIM
4341
Marshall Investment Management
Colorado
-$245K -699 Closed
SSA
4342
Sierra Summit Advisors
Nevada
-$244K -697 Closed
2L
4343
25 LLC
Missouri
-$241K -688 Closed
FWM
4344
Foguth Wealth Management
Michigan
-$235K -669 Closed
CA
4345
Claris Advisors
Missouri
-$221K -632 Closed
DACG
4346
Donor Advised Charitable Giving
California
-$219K -625 Closed
GSWA
4347
Good Steward Wealth Advisors
Tennessee
-$217K -618 Closed
SSCM
4348
Spectrum Strategic Capital Management
Oregon
-$211K -602 Closed
CFG
4349
Clayton Financial Group
Missouri
-$211K -602 Closed
WCM
4350
Wealthcare Capital Management
Virginia
-$207K -590 Closed