4,303 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, 1,769 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: 1,769 | 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: 685567 (-118)

Holders
4,303
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
CVM
776
Cheviot Value Management
California
$23.9M
CAMG
777
CWA Asset Management Group
Florida
$23.8M
HI
778
Hendershot Investments
Virginia
$23.8M
TA
779
TruWealth Advisors
Louisiana
$23.7M
PR
780
Payden & Rygel
California
$23.7M
CA
781
Cullinan Associates
Kentucky
$23.6M
RC
782
Randolph Company
Ohio
$23.6M
LI
783
LMCG Investments
Massachusetts
$23.5M
WAS
784
Wesleyan Assurance Society
United Kingdom
$23.5M
AAIS
785
ABN AMRO Investment Solutions
$23.5M
TCOV
786
Trust Company of Vermont
Vermont
$23.4M
IG
787
Ithaka Group
Virginia
$23.3M
JMFC
788
J.M. Forbes & Co
Massachusetts
$23.3M
VWM
789
Venturi Wealth Management
Texas
$23.3M
JG
790
Jain Global
New York
$23.2M
UF
791
Univest Financial
Pennsylvania
$23.2M
RWM
792
Ritholtz Wealth Management
New York
$23.2M
MYAM
793
Meiji Yasuda Asset Management
Japan
$23.2M
IGGA
794
Iron Gate Global Advisors
Utah
$23.2M
PC
795
Prevatt Capital
Bahamas
$23.1M
LCI
796
L1 Capital International
Australia
$23.1M
LDB
797
Lee, Danner & Bass
Tennessee
$23M
SWM
798
Segment Wealth Management
Texas
$23M
BFA
799
Beaumont Financial Advisors
Massachusetts
$23M
COA
800
Crown Oak Advisors
California
$23M