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
BTWM
1776
Baker Tilly Wealth Management
Wisconsin
$4.11M
MCA
1777
Martin Capital Advisors
Texas
$4.11M
KMWM
1778
Keudell/Morrison Wealth Management
Oregon
$4.11M
WGC
1779
Watts Gwilliam & Co
Arizona
$4.1M
PWMAG
1780
Pinnacle Wealth Management Advisory Group
New Jersey
$4.1M
TAP
1781
Tounjian Advisory Partners
Florida
$4.09M
FFM
1782
Forum Financial Management
Illinois
$4.08M
VFA
1783
Voya Financial Advisors
Connecticut
$4.08M
1WA
1784
180 Wealth Advisors
Washington
$4.07M
NHC
1785
Nicholas Hoffman & Company
Georgia
$4.07M
SM
1786
Sciencast Management
New Jersey
$4.07M
GCM
1787
Gables Capital Management
Florida
$4.06M
CPW
1788
Cove Private Wealth
New York
$4.06M
TP
1789
TenCore Partners
New York
$4.05M
CCFM
1790
Clear Creek Financial Management
Washington
$4.05M
CICI
1791
Capital Investment Counsel Inc
North Carolina
$4.04M
SF
1792
Symphony Financial
Texas
$4.03M
LAIC
1793
Lederer & Associates Investment Counsel
California
$4.03M
CE
1794
Cornerstone Enterprises
Wisconsin
$4.03M
NRD
1795
Nebula Research & Development
New York
$4.02M
ECM
1796
Eisler Capital Management
United Kingdom
$4M
GCA
1797
Gallagher Capital Advisors
Texas
$3.98M
WHAM
1798
Windmill Hill Asset Management
United Kingdom
$3.98M
SPW
1799
Surience Private Wealth
Washington
$3.98M
HFM
1800
Hartford Financial Management
Connecticut
$3.98M