4,284 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 1,758 increasing their positions, 1,834 reducing their positions, and 103 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: 1,758 | Existing positions reduced: 1,834

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: 683566 (-117)

Holders
4,284
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
566
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
EWM
1076
Evercore Wealth Management
New York
$12.6M
MAS
1077
Meeder Advisory Services
Ohio
$12.6M
WG
1078
Welch Group
Alabama
$12.6M
HVIA
1079
Hudson Valley Investment Advisors
New York
$12.6M
JSA
1080
Jacobson & Schmitt Advisors
Wisconsin
$12.5M
BC
1081
Burney Company
Virginia
$12.5M
XT
1082
XTX Topco
Cayman Islands
$12.5M
EPAM
1083
Evelyn Partners Asset Management
$12.5M
LT
1084
Legacy Trust
Michigan
$12.5M
NCM
1085
Novare Capital Management
North Carolina
$12.5M
MA
1086
Mezzasalma Advisors
New Jersey
$12.4M
AMM
1087
American Money Management
California
$12.4M
FEG
1088
Financial Enhancement Group
Indiana
$12.4M
OIA
1089
OneDigital Investment Advisors
Kansas
$12.4M
BG
1090
Bollard Group
Massachusetts
$12.4M
SCM
1091
Shelton Capital Management
Colorado
$12.4M
GIA
1092
GHP Investment Advisors
Colorado
$12.4M
PJSIMP
1093
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.4M
TC
1094
TownSquare Capital
Utah
$12.4M
LCM
1095
Liberty Capital Management
Michigan
$12.3M
PGAM
1096
Princeton Global Asset Management
New Jersey
$12.3M
IWA
1097
Icon Wealth Advisors
Texas
$12.3M
NG
1098
NWK Group
California
$12.3M
DAS
1099
Dynamic Advisor Solutions
Arizona
$12.2M
DAS
1100
Diversify Advisory Services
Utah
$12.2M