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 %
BMWM
1801
Brown Miller Wealth Management
Virginia
$3.94M +$3.55K +10 +0.1%
CFMC
1802
Curbstone Financial Management Corp
New Hampshire
$3.93M -$4.97K -14 -0.1%
GJWM
1803
Gilliland Jeter Wealth Management
Arkansas
$3.92M +$5.68K +16 +0.1%
WFG
1804
Wills Financial Group
Virginia
$3.91M -$76.3K -215 -2%
TSWM
1805
Triangle Securities Wealth Management
North Carolina
$3.91M -$78.1K -220 -2%
CWAG
1806
Compton Wealth Advisory Group
Virginia
$3.91M +$710 +2 +0%
MWM
1807
Modern Wealth Management
Kansas
$3.9M -$439K -1,237 -10%
APWM
1808
Argonautica Private Wealth Management
Massachusetts
$3.9M -$90.5K -255 -2%
CAC
1809
Certified Advisory Corp
Florida
$3.87M -$592K -1,668 -13%
RIA
1810
Richwood Investment Advisors
Ohio
$3.87M -$7.1K -20 -0.2%
SAM
1811
Secure Asset Management
Michigan
$3.86M +$441K +1,242 +13%
SAA
1812
Southeast Asset Advisors
Georgia
$3.86M +$100K +282 +3%
BHWM
1813
Bar Harbor Wealth Management
New Hampshire
$3.86M -$89.5K -252 -2%
SLC
1814
Second Line Capital
Louisiana
$3.86M +$124K +348 +3%
HFRG
1815
Houlihan Financial Resource Group
Virginia
$3.85M -$61.4K -175 -2%
EBT
1816
Enterprise Bank & Trust
Massachusetts
$3.84M -$9.59K -27 -0.2%
FFO
1817
Fiduciary Family Office
Florida
$3.81M -$141K -398 -4%
BP
1818
BBR Partners
New York
$3.81M -$21.7K -61 -0.6%
SIC
1819
SJS Investment Consulting
Ohio
$3.78M -$71K -200 -2%
SSA
1820
SSA Swiss Advisors
$3.78M -$555K -1,570 -13%
MM
1821
Meridian Management
Arkansas
$3.78M -$1.33M -3,836 -26%
MFS
1822
Mirabella Financial Services
United Kingdom
$3.77M -$59.8M -167,691 -94%
TBT
1823
Texas Bank & Trust
Texas
$3.77M -$16.3K -46 -0.4%
SSI
1824
Scott & Selber Inc
Texas
$3.77M +$19.5K +55 +0.5%
ISFAN
1825
Investor's Fiduciary Advisor Network
Washington
$3.76M +$256K +722 +7%