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
CAM
1376
Carret Asset Management
New York
$7.46M
JIP
1377
Jaffetilchin Investment Partners
Florida
$7.45M
CCM
1378
Canal Capital Management
Virginia
$7.43M
SI
1379
Symmetry Investments
Jersey
$7.43M
SVWAG
1380
Sound View Wealth Advisors Group
Georgia
$7.42M
GWANC
1381
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.4M
AWAU
1382
Alliance Wealth Advisors (Utah)
Utah
$7.39M
CWS
1383
Confluence Wealth Services
Pennsylvania
$7.39M
MHS
1384
M Holdings Securities
Oregon
$7.38M
TIP
1385
Torray Investment Partners
Maryland
$7.38M
LC
1386
Legacy CG
Texas
$7.36M
SW
1387
StrongBox Wealth
Missouri
$7.35M
FCM
1388
Fortis Capital Management
Washington
$7.32M
SCI
1389
S&CO Inc
Massachusetts
$7.32M
SC
1390
Sawyer & Company
Massachusetts
$7.32M
DWM
1391
Diversify Wealth Management
Utah
$7.31M
BG
1392
Bahl & Gaynor
Ohio
$7.31M
HCM
1393
Highview Capital Management
Illinois
$7.3M
AWA
1394
Arete Wealth Advisors
Illinois
$7.29M
LWMM
1395
Legacy Wealth Management (Mississippi)
Mississippi
$7.29M
ZCI
1396
Zevenbergen Capital Investments
Washington
$7.28M
AC
1397
Avestar Capital
New York
$7.28M
Citadel Advisors
1398
Citadel Advisors
Florida
$7.27M
ECM
1399
EagleClaw Capital Management
Massachusetts
$7.25M
SS
1400
Sunbelt Securities
Texas
$7.23M