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 %
HVIA
1076
Hudson Valley Investment Advisors
New York
$12.6M -$529K -1,491 -4%
JSA
1077
Jacobson & Schmitt Advisors
Wisconsin
$12.5M -$393K -1,106 -3%
BC
1078
Burney Company
Virginia
$12.5M -$480K -1,351 -4%
XT
1079
XTX Topco
Cayman Islands
$12.5M +$12.5M +35,254 New
EPAM
1080
Evelyn Partners Asset Management
$12.5M +$6.35M +35,748 +103%
LT
1081
Legacy Trust
Michigan
$12.5M -$676K -1,905 -5%
NCM
1082
Novare Capital Management
North Carolina
$12.5M +$79.9K +225 +0.6%
MA
1083
Mezzasalma Advisors
New Jersey
$12.4M -$29.8K -84 -0.2%
AMM
1084
American Money Management
California
$12.4M +$350K +987 +3%
FEG
1085
Financial Enhancement Group
Indiana
$12.4M -$828K -2,381 -6%
OIA
1086
OneDigital Investment Advisors
Kansas
$12.4M -$3.27M -9,205 -21%
BG
1087
Bollard Group
Massachusetts
$12.4M +$802K +2,259 +7%
SCM
1088
Shelton Capital Management
Colorado
$12.4M +$440K +1,239 +4%
GIA
1089
GHP Investment Advisors
Colorado
$12.4M -$64.3K -181 -0.5%
PJSIMP
1090
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.4M +$160K +452 +1%
TC
1091
TownSquare Capital
Utah
$12.4M -$84.8M -238,965 -87%
LCM
1092
Liberty Capital Management
Michigan
$12.3M -$80.2K -226 -0.6%
PGAM
1093
Princeton Global Asset Management
New Jersey
$12.3M +$1.98M +5,570 +19%
IWA
1094
Icon Wealth Advisors
Texas
$12.3M +$1.27M +3,573 +11%
NG
1095
NWK Group
California
$12.3M -$100K -283 -0.8%
DAS
1096
Dynamic Advisor Solutions
Arizona
$12.2M +$262K +737 +2%
DAS
1097
Diversify Advisory Services
Utah
$12.2M +$2.83M +8,408 +30%
BOH
1098
Bank of Hawaii
Hawaii
$12.2M -$93K -262 -0.8%
BBA
1099
Baader Bank Aktiengesellschaft
Germany
$12.2M +$292K +828 +2%
PWG
1100
Portside Wealth Group
Utah
$12.2M -$441K -1,242 -4%