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
GAG
1576
GM Advisory Group
New York
$5.57M
CAWM
1577
Capital Advisors Wealth Management
Washington
$5.57M
JCM
1578
Jacobi Capital Management
Pennsylvania
$5.56M
BB
1579
Bell Bank
North Dakota
$5.56M
CRI
1580
Commonwealth Retirement Investments
Virginia
$5.55M
WB
1581
WesBanco Bank
West Virginia
$5.54M
LS
1582
Leelyn Smith
Illinois
$5.54M
AIM
1583
AMI Investment Management
Indiana
$5.52M
GLR
1584
Great Lakes Retirement
Ohio
$5.5M
MCM
1585
MV Capital Management
Maryland
$5.49M
LMKC
1586
L.M. Kohn & Company
Ohio
$5.49M
CCM
1587
Cox Capital Management
Massachusetts
$5.48M
TLP
1588
Trinity Legacy Partners
Texas
$5.47M
IHG
1589
Insight Holdings Group
New York
$5.43M
TPI
1590
Trust Point Inc
Wisconsin
$5.43M
BIM
1591
Brentview Investment Management
Illinois
$5.39M
LBWM
1592
Left Brain Wealth Management
Illinois
$5.39M
ANTB
1593
AMG National Trust Bank
Colorado
$5.38M
GM
1594
GeoWealth Management
Illinois
$5.38M
WC
1595
Waterloo Capital
Texas
$5.38M
TNA
1596
True North Advisors
Texas
$5.37M
JGCM
1597
Joseph Group Capital Management
Ohio
$5.37M
MSAM
1598
Moloney Securities Asset Management
Missouri
$5.37M
FAIM
1599
Financial Advocates Investment Management
Washington
$5.36M
AWM
1600
Accurate Wealth Management
Florida
$5.35M