4,290 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, 1,760 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: 1,760 | 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
4,290
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
PM
1501
Phraction Management
Connecticut
$6.12M
Verition Fund Management
1502
Verition Fund Management
Connecticut
$6.12M
CCAM
1503
Codex Capital Asset Management
Texas
$6.11M
AWA
1504
Aaron Wealth Advisors
Illinois
$6.11M
TPM
1505
Triasima Portfolio Management
Quebec, Canada
$6.08M
SXL
1506
Summit X LLC
Missouri
$6.08M
DI
1507
Diligent Investors
California
$6.08M
FGP
1508
Foyston, Gordon, & Payne
Ontario, Canada
$6.08M
RFN
1509
RDA Financial Network
Iowa
$6.06M
PTC
1510
Philadelphia Trust Company
Pennsylvania
$6.06M
RMCM
1511
Reynders McVeigh Capital Management
Massachusetts
$6.05M
GWM
1512
Graybill Wealth Management
Illinois
$6.04M
NB
1513
NBT Bank
New York
$6.04M
GCM
1514
GKV Capital Management
California
$6.04M
TCOT
1515
Trust Company of Toledo
Ohio
$6.03M
PFS
1516
Physicians Financial Services
North Carolina
$6.03M
FFA
1517
Fragasso Financial Advisors
Pennsylvania
$6.02M
KIM
1518
Kestra Investment Management
Texas
$6.01M
OHWP
1519
Oak Harbor Wealth Partners
North Carolina
$6M
FCM
1520
Fairbanks Capital Management
California
$5.99M
TFA
1521
Transamerica Financial Advisors
Florida
$5.98M
TSWM
1522
Tyler-Stone Wealth Management
Ohio
$5.96M
CH
1523
Canton Hathaway
Rhode Island
$5.95M
CIAS
1524
Capital Investment Advisory Services
North Carolina
$5.95M
CI
1525
Cigna Investments
Connecticut
$5.95M