4,285 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 1,758 increasing their positions, 1,835 reducing their positions, and 103 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: 1,835

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: 683566 (-117)

Holders
4,285
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
NC
4351
NovaPoint Capital
Georgia
CW
4352
Cook Wealth
North Carolina
EP
4353
Edgestream Partners
New Jersey
VWM
4354
VCI Wealth Management
Missouri
TCTWM
4355
Three Cord True Wealth Management
Pennsylvania
MFA
4356
Morling Financial Advisors
California
GFA
4357
Gallagher Fiduciary Advisors
Illinois
LWMT
4358
Legacy Wealth Management (Tennessee)
Tennessee
CNC
4359
Citizens & Northern Corp
Pennsylvania
CCP
4360
Clarity Capital Partners
California
NJBEST
4361
New Jersey Better Educational Savings Trust
New Jersey
CI
4362
Corient IA
Florida
BAM
4363
BOCHK Asset Management
Hong Kong
MIM
4364
Marshall Investment Management
Colorado
SSA
4365
Sierra Summit Advisors
Nevada
2L
4366
25 LLC
Missouri
FWM
4367
Foguth Wealth Management
Michigan
CA
4368
Claris Advisors
Missouri
DACG
4369
Donor Advised Charitable Giving
California
GSWA
4370
Good Steward Wealth Advisors
Tennessee
CFG
4371
Clayton Financial Group
Missouri
SSCM
4372
Spectrum Strategic Capital Management
Oregon
WCM
4373
Wealthcare Capital Management
Virginia
SIA
4374
Summit Investment Advisors
Maryland
SRSA
4375
S.R. Schill & Associates
Washington