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
WR
1601
WD Rutherford
Oregon
$5.33M
VFM
1602
Viking Fund Management
North Dakota
$5.33M
OPW
1603
Oxler Private Wealth
New York
$5.32M
JC
1604
JB Capital
Connecticut
$5.3M
RZH
1605
Relyea Zuckerberg Hanson
Connecticut
$5.28M
MAWCM
1606
Mine & Arao Wealth Creation & Management
California
$5.26M
HVCM
1607
Hel Ved Capital Management
Hong Kong
$5.26M
AIM
1608
Acropolis Investment Management
Missouri
$5.25M
BFA
1609
Buttonwood Financial Advisors
Maryland
$5.25M
BWAM
1610
Boyd Watterson Asset Management
Ohio
$5.24M
EPIME
1611
Evelyn Partners Investment Management (Europe)
$5.24M
KWA
1612
Kingswood Wealth Advisors
California
$5.23M
SWM
1613
Sendero Wealth Management
Texas
$5.23M
KCM
1614
Kathmere Capital Management
Pennsylvania
$5.23M
ACM
1615
Accent Capital Management
Ohio
$5.22M
VIA
1616
Vickerman Investment Advisors
Washington
$5.22M
HA
1617
Huntleigh Advisors
Missouri
$5.21M
TAI
1618
Terra Alpha Investments
District of Columbia
$5.2M
NAM
1619
NTV Asset Management
West Virginia
$5.2M
SMA
1620
Sage Mountain Advisors
Georgia
$5.2M
WG
1621
Watchman Group
Texas
$5.19M
KNW
1622
Kesler Norman & Wride
Utah
$5.18M
FFA
1623
Fairfield Financial Advisors
Massachusetts
$5.17M
ESB
1624
Essex Savings Bank
Connecticut
$5.17M
HBT
1625
Hills Bank & Trust
Iowa
$5.17M