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
DA
1701
Doliver Advisors
Texas
$4.64M
LAM
1702
LOM Asset Management
$4.64M
HCM
1703
Howard Capital Management
Georgia
$4.63M
FGA
1704
Fortis Group Advisors
New Jersey
$4.62M
CAAS
1705
Capital Asset Advisory Services
Michigan
$4.61M
TA
1706
TFG Advisers
Michigan
$4.6M
EM
1707
Excalibur Management
Massachusetts
$4.59M
MWAM
1708
Manhattan West Asset Management
California
$4.59M
AIIMS
1709
Analyst IMS Investment Management Services
Israel
$4.57M
CWM
1710
Cornerstone Wealth Management
Missouri
$4.57M
KF
1711
KKM Financial
Illinois
$4.55M
FNBSF
1712
First National Bank Sioux Falls
South Dakota
$4.53M
LPT
1713
Legacy Private Trust
Wisconsin
$4.53M
A
1714
Argentarii
Ohio
$4.51M
MWM
1715
Modern Wealth Management
Kansas
$4.5M
MFA
1716
Mayflower Financial Advisors
Massachusetts
$4.5M
AGA
1717
Accuvest Global Advisors
Utah
$4.5M
SB
1718
SIG Brokerage
New York
$4.49M
SFA
1719
Souders Financial Advisors
Ohio
$4.48M
SACTSONJ
1720
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.47M
PWAM
1721
Private Wealth Asset Management
Iowa
$4.47M
BFG
1722
Beacon Financial Group
Texas
$4.46M
AI
1723
AXS Investments
New York
$4.44M
LOAME
1724
Lombard Odier Asset Management (Europe)
United Kingdom
$4.44M
BCM
1725
Brasada Capital Management
Texas
$4.42M