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
PAS
876
Professional Advisory Services
Florida
$19.3M
AWM
877
Axxcess Wealth Management
California
$19.3M
AP
878
Americana Partners
Texas
$19.3M
Assenagon Asset Management
879
Assenagon Asset Management
Luxembourg
$19.2M
MMA
880
Miracle Mile Advisors
California
$19.2M
LIM
881
Letson Investment Management
Georgia
$19.2M
PHAM
882
Pacific Heights Asset Management
California
$19.2M
SIMG
883
Sonora Investment Management Group
Arizona
$19.1M
WAM
884
Weatherly Asset Management
California
$19.1M
PAM
885
Peak Asset Management
Colorado
$19.1M
ANBT
886
American National Bank & Trust
Texas
$19.1M
CAM
887
Columbia Asset Management
Michigan
$19M
FFA
888
Farther Finance Advisors
California
$19M
USCWA
889
U.S. Capital Wealth Advisors
Texas
$18.9M
NI
890
Nepsis Inc
Minnesota
$18.9M
MWM
891
Moran Wealth Management
Florida
$18.8M
OFS
892
OMC Financial Services
New York
$18.7M
JWCA
893
J.W. Cole Advisors
Florida
$18.7M
SWP
894
Stratos Wealth Partners
Ohio
$18.6M
LWM
895
Lyell Wealth Management
California
$18.6M
WPP
896
Whalerock Point Partners
Rhode Island
$18.5M
GC
897
Grimes & Company
Massachusetts
$18.5M
CAL
898
Capital Analysts LLC
Pennsylvania
$18.5M
CSP
899
Cary Street Partners
Virginia
$18.4M
FNBT
900
FineMark National Bank & Trust
Florida
$18.4M