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 %
WWM
1151
Western Wealth Management
Colorado
$10.9M +$239K +672 +2%
NP
1152
Nilsine Partners
Colorado
$10.9M -$22K -62 -0.2%
DIM
1153
DLK Investment Management
California
$10.9M -$47.6K -134 -0.4%
GWM
1154
Geneos Wealth Management
Colorado
$10.9M -$6.93M -19,525 -39%
CWM
1155
Chronos Wealth Management
Florida
$10.9M -$3.91K -11 -0%
FVWA
1156
Foster Victor Wealth Advisors
South Carolina
$10.9M +$319K +893 +3%
JFGIW
1157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8M +$134K +378 +1%
CT
1158
Colonial Trust
South Carolina
$10.8M -$370K -1,041 -3%
MCM
1159
Mitchell Capital Management
Kansas
$10.8M -$1.21M -3,474 -10%
NCM
1160
Nelson Capital Management
California
$10.8M +$117K +329 +1%
FB
1161
Fulton Bank
Pennsylvania
$10.8M -$303K -853 -3%
BWS
1162
Buck Wealth Strategies
Colorado
$10.8M +$1.05M +2,960 +11%
MC
1163
Mirabaud & Cie
Switzerland
$10.7M +$106K +298 +1%
CPA
1164
Capital Planning Advisors
California
$10.6M -$219K -616 -2%
CWP
1165
Cyndeo Wealth Partners
Florida
$10.6M +$451K +1,271 +4%
FRA
1166
Frank Rimerman Advisors
California
$10.5M +$280K +788 +3%
PCG
1167
Prosperity Consulting Group
Maryland
$10.5M -$229K -644 -2%
WFG
1168
Wormser Freres Gestion
France
$10.5M -$2.26M -6,376 -18%
FPTW
1169
Franklin, Parlapiano, Turner & Welch
Texas
$10.5M -$477K -1,343 -4%
TPCW
1170
TD Private Client Wealth
New York
$10.5M +$708K +1,993 +7%
TH
1171
TCTC Holdings
Texas
$10.4M -$3.2K -9 -0%
KFP
1172
KMG Fiduciary Partners
Ohio
$10.4M +$480K +1,351 +5%
BCM
1173
Barometer Capital Management
Ontario, Canada
$10.3M +$1.16M +3,272 +13%
AC
1174
AlphaCore Capital
California
$10.3M +$647K +1,823 +7%
BFG
1175
Berger Financial Group
Minnesota
$10.3M -$327K -921 -3%