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 %
PHAM
876
Pacific Heights Asset Management
California
$19.2M +$355K +1,000 +2%
SIMG
877
Sonora Investment Management Group
Arizona
$19.1M +$59.3K +167 +0.3%
WAM
878
Weatherly Asset Management
California
$19.1M -$7.1K -20 -0%
PAM
879
Peak Asset Management
Colorado
$19.1M -$209K -588 -1%
ANBT
880
American National Bank & Trust
Texas
$19.1M +$132K +373 +0.7%
CAM
881
Columbia Asset Management
Michigan
$19M -$303K -853 -2%
FFA
882
Farther Finance Advisors
California
$19M +$2.61M +7,356 +16%
USCWA
883
U.S. Capital Wealth Advisors
Texas
$18.9M +$230K +647 +1%
NI
884
Nepsis Inc
Minnesota
$18.9M -$4.12M -11,612 -18%
MWM
885
Moran Wealth Management
Florida
$18.8M +$18.8M +52,827 New
OFS
886
OMC Financial Services
New York
$18.7M -$679K -1,913 -3%
JWCA
887
J.W. Cole Advisors
Florida
$18.7M +$7.88M +22,202 +73%
SWP
888
Stratos Wealth Partners
Ohio
$18.6M +$821K +2,312 +5%
LWM
889
Lyell Wealth Management
California
$18.6M +$1.27M +3,586 +7%
WPP
890
Whalerock Point Partners
Rhode Island
$18.5M -$12.1K -34 -0.1%
GC
891
Grimes & Company
Massachusetts
$18.5M -$215K -605 -1%
CAL
892
Capital Analysts LLC
Pennsylvania
$18.5M +$699K +1,968 +4%
CSP
893
Cary Street Partners
Virginia
$18.4M +$2.6M +7,325 +16%
FNBT
894
FineMark National Bank & Trust
Florida
$18.4M -$345K -972 -2%
MWM
895
Mission Wealth Management
California
$18.4M +$262K +737 +1%
IMC Chicago
896
IMC Chicago
Illinois
$18.4M +$18.4M +51,882 New
SHGA
897
Sand Hill Global Advisors
California
$18.4M +$283K +798 +2%
DAC
898
Dividend Assets Capital
South Carolina
$18.3M -$229K -646 -1%
ZBNA
899
Zions Bancorporation, National Association
Utah
$18.3M +$318K +895 +2%
CWM
900
Cabot Wealth Management
Massachusetts
$18.2M -$333K -939 -2%