4,261 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 224 funds opening new positions, 1,755 increasing their positions, 1,822 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,261
Holders Change
+40
Holders Change %
+0.95%
% of All Funds
57.1%
Holding in Top 10
564
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-17.42%
% of All Funds
7.56%
New
224
Increased
1,755
Reduced
1,822
Closed
103
Calls
$5.17B
Puts
$5.58B
Net Calls
-$408M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
1676
Mattson Financial Services
Michigan
$4.76M -$236K -666 -5%
AWM
1677
Avior Wealth Management
Nebraska
$4.76M +$483K +1,361 +11%
IFWM
1678
Institute for Wealth Management
Colorado
$4.75M -$79.9K -225 -2%
CB
1679
Community Bank
New York
$4.75M -$146K -412 -3%
FSC
1680
Full Sail Capital
Oklahoma
$4.74M -$168K -472 -3%
LAM
1681
Lynch Asset Management
Pennsylvania
$4.72M
ACG
1682
Allen Capital Group
Nebraska
$4.72M +$171K +481 +4%
BWA
1683
Bordeaux Wealth Advisors
California
$4.7M -$770K -2,168 -14%
YIH
1684
Y-Intercept (HK)
Hong Kong
$4.7M +$4.7M +13,227 New
CAG
1685
Csenge Advisory Group
Florida
$4.7M -$105K -287 -2%
CIM
1686
Corbyn Investment Management
Maryland
$4.68M -$149K -420 -3%
LC
1687
Lakehouse Capital
Australia
$4.66M -$8.23M -23,171 -64%
BOS
1688
Bank of Stockton
California
$4.65M +$4.62K +13 +0.1%
AWM
1689
Aries Wealth Management
Maine
$4.65M +$60.4K +170 +1%
SF
1690
Slagle Financial
Illinois
$4.64M +$2.21M +6,224 +91%
ECM
1691
Exchange Capital Management
Michigan
$4.64M -$252K -710 -5%
1SB
1692
1ST Source Bank
Indiana
$4.64M +$55K +155 +1%
DA
1693
Doliver Advisors
Texas
$4.64M -$96.6K -272 -2%
LAM
1694
LOM Asset Management
$4.64M +$4.64M +13,058 New
HCM
1695
Howard Capital Management
Georgia
$4.63M +$104K +292 +2%
FGA
1696
Fortis Group Advisors
New Jersey
$4.62M -$160K -462 -3%
CAAS
1697
Capital Asset Advisory Services
Michigan
$4.61M -$309K -868 -6%
TA
1698
TFG Advisers
Michigan
$4.6M +$6.75K +19 +0.1%
EM
1699
Excalibur Management
Massachusetts
$4.59M -$52.2K -147 -1%
MWAM
1700
Manhattan West Asset Management
California
$4.59M +$122K +345 +3%