4,309 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, 1,773 increasing their positions, 1,839 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: 1,773 | Existing positions reduced: 1,839

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: 685567 (-118)

Holders
4,309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
567
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
EP
4376
Edgestream Partners
New Jersey
VWM
4377
VCI Wealth Management
Missouri
TCTWM
4378
Three Cord True Wealth Management
Pennsylvania
MFA
4379
Morling Financial Advisors
California
GFA
4380
Gallagher Fiduciary Advisors
Illinois
LWMT
4381
Legacy Wealth Management (Tennessee)
Tennessee
CNC
4382
Citizens & Northern Corp
Pennsylvania
CCP
4383
Clarity Capital Partners
California
NJBEST
4384
New Jersey Better Educational Savings Trust
New Jersey
CI
4385
Corient IA
Florida
BAM
4386
BOCHK Asset Management
Hong Kong
MIM
4387
Marshall Investment Management
Colorado
SSA
4388
Sierra Summit Advisors
Nevada
2L
4389
25 LLC
Missouri
FWM
4390
Foguth Wealth Management
Michigan
CA
4391
Claris Advisors
Missouri
DACG
4392
Donor Advised Charitable Giving
California
GSWA
4393
Good Steward Wealth Advisors
Tennessee
SSCM
4394
Spectrum Strategic Capital Management
Oregon
CFG
4395
Clayton Financial Group
Missouri
WCM
4396
Wealthcare Capital Management
Virginia
SIA
4397
Summit Investment Advisors
Maryland
SRSA
4398
S.R. Schill & Associates
Washington
BW
4399
Basepoint Wealth
Iowa
CLA
4400
Carnegie Lake Advisors
New Jersey