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 %
AWAU
1376
Alliance Wealth Advisors (Utah)
Utah
$7.39M -$299K -841 -4%
CWS
1377
Confluence Wealth Services
Pennsylvania
$7.39M +$20.6K +58 +0.3%
MHS
1378
M Holdings Securities
Oregon
$7.38M +$800K +2,261 +12%
TIP
1379
Torray Investment Partners
Maryland
$7.38M -$489K -1,376 -6%
LC
1380
Legacy CG
Texas
$7.36M -$234K -658 -3%
SW
1381
StrongBox Wealth
Missouri
$7.35M +$212K +596 +3%
FCM
1382
Fortis Capital Management
Washington
$7.32M +$560K +1,578 +8%
SCI
1383
S&CO Inc
Massachusetts
$7.32M +$1.63M +4,590 +29%
SC
1384
Sawyer & Company
Massachusetts
$7.32M -$34.1K -96 -0.5%
DWM
1385
Diversify Wealth Management
Utah
$7.31M +$191K +567 +3%
BG
1386
Bahl & Gaynor
Ohio
$7.31M -$98.7K -278 -1%
HCM
1387
Highview Capital Management
Illinois
$7.3M +$49.4K +139 +0.7%
AWA
1388
Arete Wealth Advisors
Illinois
$7.3M -$277K -780 -4%
LWMM
1389
Legacy Wealth Management (Mississippi)
Mississippi
$7.29M -$1.01M -2,842 -12%
ZCI
1390
Zevenbergen Capital Investments
Washington
$7.28M +$101K +285 +1%
AC
1391
Avestar Capital
New York
$7.28M +$928K +2,614 +15%
Citadel Advisors
1392
Citadel Advisors
Florida
$7.27M -$73.7M -207,658 -91%
ECM
1393
EagleClaw Capital Management
Massachusetts
$7.25M -$147K -415 -2%
SS
1394
Sunbelt Securities
Texas
$7.23M +$150K +475 +2%
GAAM
1395
Guinness Atkinson Asset Management
California
$7.21M -$571K -1,607 -7%
BAM
1396
Belpointe Asset Management
Nevada
$7.18M +$239K +672 +3%
HWA
1397
Heritage Wealth Advisors
Virginia
$7.16M -$9.23K -26 -0.1%
SW
1398
SteelPeak Wealth
California
$7.14M -$1.56M -4,389 -18%
SAG
1399
SageView Advisory Group
California
$7.13M -$241K -679 -3%
LG
1400
Leuthold Group
Minnesota
$7.12M -$709K -1,996 -9%