4,289 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 1,759 increasing their positions, 1,836 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: 1,759 | Existing positions reduced: 1,836

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
4,289
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
BB
1326
Berkshire Bank
Massachusetts
$8.08M
CWA
1327
Clarity Wealth Advisors
California
$8.04M
AFWM
1328
AMJ Financial Wealth Management
Virginia
$8.02M
CPCM
1329
Cardinal Point Capital Management
Ontario, Canada
$8.01M
BA
1330
Bristlecone Advisors
Washington
$8.01M
CNBTD
1331
Citizens National Bank Trust Department
Mississippi
$8.01M
SAM
1332
Smartleaf Asset Management
Massachusetts
$8M
PIA
1333
Petredis Investment Advisors
Pennsylvania
$7.99M
PCM
1334
Poehling Capital Management
Wisconsin
$7.98M
IA
1335
Integrity Alliance
Iowa
$7.97M
GI
1336
GS Investments
Minnesota
$7.96M
CCS
1337
Concentric Capital Strategies
Connecticut
$7.94M
FMTC
1338
Farmers & Merchants Trust Company
California
$7.92M
LSA
1339
L & S Advisors
California
$7.9M
PWS
1340
Peterson Wealth Services
Utah
$7.89M
VHAM
1341
Van Hulzen Asset Management
California
$7.89M
FHA
1342
First Horizon Advisors
Tennessee
$7.89M
SC
1343
Scholtz & Company
Connecticut
$7.88M
STAS
1344
Strong Tower Advisory Services
Minnesota
$7.87M
IAM
1345
Infusive Asset Management
New York
$7.87M
VCM
1346
Vivaldi Capital Management
Illinois
$7.85M
RCA
1347
Resonant Capital Advisors
Wisconsin
$7.83M
HDIM
1348
Hanson & Doremus Investment Management
Vermont
$7.83M
LMIM
1349
Lockheed Martin Investment Management
Maryland
$7.8M
KCPG
1350
Kavar Capital Partners Group
Kansas
$7.76M