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
VA
1226
VestGen Advisors
Illinois
$9.75M
WPC
1227
Wedmont Private Capital
Pennsylvania
$9.75M
SFP
1228
Shepherd Financial Partners
Massachusetts
$9.73M
CHC
1229
City Holding Co
West Virginia
$9.73M
KP
1230
Keel Point
Alabama
$9.73M
LOPW
1231
Live Oak Private Wealth
North Carolina
$9.72M
KA
1232
Kerrisdale Advisers
Florida
$9.72M
SW
1233
SlateStone Wealth
Florida
$9.64M
TCOO
1234
Trust Company of Oklahoma
Oklahoma
$9.63M
AWP
1235
Ascent Wealth Partners
New York
$9.62M
CAM
1236
Clio Asset Management
Virginia
$9.62M
MWA
1237
Meridian Wealth Advisors
Texas
$9.59M
RWM
1238
Rockline Wealth Management
New York
$9.57M
TFS
1239
Thoroughbred Financial Services
Tennessee
$9.56M
GC
1240
GFG Capital
Florida
$9.56M
RAM
1241
Riggs Asset Management
Pennsylvania
$9.54M
RCM
1242
RB Capital Management
Nevada
$9.54M
GSPF
1243
Grafton Street Partners Fund
Florida
$9.5M
SC
1244
Settian Capital
New York
$9.48M
BCFD
1245
Boit C.F. David
$9.45M
TIM
1246
Thompson Investment Management
Wisconsin
$9.43M
SG
1247
StoneX Group
New York
$9.38M
TWP
1248
Tyche Wealth Partners
Texas
$9.37M
WANY
1249
Wealthspire Advisors (New York)
New York
$9.32M
IB
1250
Intrust Bank
Kansas
$9.31M