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
PWM
1501
Palumbo Wealth Management
New York
$6.17M
MIC
1502
Means Investment Company
Maine
$6.16M
RCWM
1503
Royal Capital Wealth Management
Indiana
$6.15M
BIG
1504
Brooklyn Investment Group
New York
$6.13M
PM
1505
Phraction Management
Connecticut
$6.12M
Verition Fund Management
1506
Verition Fund Management
Connecticut
$6.12M
CCAM
1507
Codex Capital Asset Management
Texas
$6.11M
AWA
1508
Aaron Wealth Advisors
Illinois
$6.11M
TPM
1509
Triasima Portfolio Management
Quebec, Canada
$6.08M
SXL
1510
Summit X LLC
Missouri
$6.08M
DI
1511
Diligent Investors
California
$6.08M
FGP
1512
Foyston, Gordon, & Payne
Ontario, Canada
$6.08M
RFN
1513
RDA Financial Network
Iowa
$6.06M
PTC
1514
Philadelphia Trust Company
Pennsylvania
$6.06M
RMCM
1515
Reynders McVeigh Capital Management
Massachusetts
$6.05M
GWM
1516
Graybill Wealth Management
Illinois
$6.04M
NB
1517
NBT Bank
New York
$6.04M
GCM
1518
GKV Capital Management
California
$6.04M
TCOT
1519
Trust Company of Toledo
Ohio
$6.03M
PFS
1520
Physicians Financial Services
North Carolina
$6.03M
FFA
1521
Fragasso Financial Advisors
Pennsylvania
$6.02M
KIM
1522
Kestra Investment Management
Texas
$6.01M
OHWP
1523
Oak Harbor Wealth Partners
North Carolina
$6M
FCM
1524
Fairbanks Capital Management
California
$5.99M
TFA
1525
Transamerica Financial Advisors
Florida
$5.98M