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
AO
1776
Allen Operations
New York
$4.14M
NC
1777
NBW Capital
Massachusetts
$4.14M
IC
1778
Inscription Capital
Texas
$4.14M
MAM
1779
Mystic Asset Management
Rhode Island
$4.12M
BTWM
1780
Baker Tilly Wealth Management
Wisconsin
$4.11M
MCA
1781
Martin Capital Advisors
Texas
$4.11M
KMWM
1782
Keudell/Morrison Wealth Management
Oregon
$4.11M
WGC
1783
Watts Gwilliam & Co
Arizona
$4.1M
PWMAG
1784
Pinnacle Wealth Management Advisory Group
New Jersey
$4.1M
TAP
1785
Tounjian Advisory Partners
Florida
$4.09M
FFM
1786
Forum Financial Management
Illinois
$4.08M
VFA
1787
Voya Financial Advisors
Connecticut
$4.08M
1WA
1788
180 Wealth Advisors
Washington
$4.07M
NHC
1789
Nicholas Hoffman & Company
Georgia
$4.07M
SM
1790
Sciencast Management
New Jersey
$4.07M
GCM
1791
Gables Capital Management
Florida
$4.06M
CPW
1792
Cove Private Wealth
New York
$4.06M
TP
1793
TenCore Partners
New York
$4.05M
CCFM
1794
Clear Creek Financial Management
Washington
$4.05M
CICI
1795
Capital Investment Counsel Inc
North Carolina
$4.04M
SF
1796
Symphony Financial
Texas
$4.03M
LAIC
1797
Lederer & Associates Investment Counsel
California
$4.03M
CE
1798
Cornerstone Enterprises
Wisconsin
$4.03M
NRD
1799
Nebula Research & Development
New York
$4.02M
ECM
1800
Eisler Capital Management
United Kingdom
$4M