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
NIM
1076
Nicollet Investment Management
Minnesota
$12.8M
FA
1077
Fagan Associates
New York
$12.7M
HT
1078
Heritage Trust
Oklahoma
$12.6M
DCA
1079
DSG Capital Advisors
Minnesota
$12.6M
EWM
1080
Evercore Wealth Management
New York
$12.6M
MAS
1081
Meeder Advisory Services
Ohio
$12.6M
WG
1082
Welch Group
Alabama
$12.6M
HVIA
1083
Hudson Valley Investment Advisors
New York
$12.6M
JSA
1084
Jacobson & Schmitt Advisors
Wisconsin
$12.5M
BC
1085
Burney Company
Virginia
$12.5M
XT
1086
XTX Topco
Cayman Islands
$12.5M
LT
1087
Legacy Trust
Michigan
$12.5M
NCM
1088
Novare Capital Management
North Carolina
$12.5M
MA
1089
Mezzasalma Advisors
New Jersey
$12.4M
AMM
1090
American Money Management
California
$12.4M
FEG
1091
Financial Enhancement Group
Indiana
$12.4M
OIA
1092
OneDigital Investment Advisors
Kansas
$12.4M
BG
1093
Bollard Group
Massachusetts
$12.4M
SCM
1094
Shelton Capital Management
Colorado
$12.4M
GIA
1095
GHP Investment Advisors
Colorado
$12.4M
PJSIMP
1096
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.4M
TC
1097
TownSquare Capital
Utah
$12.4M
LCM
1098
Liberty Capital Management
Michigan
$12.3M
PGAM
1099
Princeton Global Asset Management
New Jersey
$12.3M
IWA
1100
Icon Wealth Advisors
Texas
$12.3M