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, 1,754 increasing their positions, 1,823 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
1,754
Reduced
1,823
Closed
103
Calls
$5.17B
Puts
$5.58B
Net Calls
-$408M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1751
Wolff Wiese Magana
California
$4.23M -$317K -892 -7%
SAM
1752
Stenahm Asset Management
Guernsey
$4.23M
FAP
1753
Financial Advisory Partners
Florida
$4.22M -$266K -750 -6%
UW
1754
Unique Wealth
Florida
$4.21M +$250K +704 +6%
CWM
1755
Cordatus Wealth Management
Pennsylvania
$4.2M -$16.7K -47 -0.4%
PWPS
1756
Pinnacle Wealth Planning Services
Ohio
$4.2M -$86.6K -244 -2%
CF
1757
Centaurus Financial
California
$4.2M -$679K -1,911 -14%
TFP
1758
Tilia Fiduciary Partners
North Carolina
$4.19M +$20.9K +59 +0.5%
IAS
1759
IMA Advisory Services
Colorado
$4.19M +$216K +608 +5%
HAS
1760
HBW Advisory Services
California
$4.18M -$665K -1,873 -14%
CV
1761
Counterweight Ventures
North Carolina
$4.18M +$64.3K +181 +2%
FFN
1762
Focus Financial Network
Minnesota
$4.17M -$985K -2,775 -19%
AIA
1763
Armor Investment Advisors
North Carolina
$4.16M -$27.7K -78 -0.7%
AAS
1764
Ameritas Advisory Services
Nebraska
$4.16M -$1.68M -4,726 -29%
MPPLM
1765
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M +$104K +294 +3%
CRWM
1766
Castle Rock Wealth Management
California
$4.15M -$337K -955 -8%
AO
1767
Allen Operations
New York
$4.14M
NC
1768
NBW Capital
Massachusetts
$4.14M +$70.7K +199 +2%
IC
1769
Inscription Capital
Texas
$4.14M -$21.7K -61 -0.5%
MAM
1770
Mystic Asset Management
Rhode Island
$4.12M -$5.33K -15 -0.1%
BTWM
1771
Baker Tilly Wealth Management
Wisconsin
$4.11M -$312K -879 -7%
MCA
1772
Martin Capital Advisors
Texas
$4.11M +$48.3K +136 +1%
KMWM
1773
Keudell/Morrison Wealth Management
Oregon
$4.11M -$131K -368 -3%
PWMAG
1774
Pinnacle Wealth Management Advisory Group
New Jersey
$4.1M +$88.4K +249 +2%
TAP
1775
Tounjian Advisory Partners
Florida
$4.09M -$93.2K -266 -2%