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 %
IP
1826
Intellectus Partners
California
$3.75M -$24.5K -69 -0.6%
MFGM
1827
Marshall Financial Group (Maryland)
Maryland
$3.75M -$419K -1,176 -10%
RCM
1828
Regency Capital Management
Hawaii
$3.74M -$205K -577 -5%
NL
1829
Navalign LLC
California
$3.73M -$102K -287 -3%
RCA
1830
Riverview Capital Advisers
Massachusetts
$3.73M -$30.5K -86 -0.8%
KGC
1831
Kennon-Green & Company
Ohio
$3.72M -$60.1K -169 -2%
RF
1832
Roxbury Financial
New Jersey
$3.72M -$60.7K -171 -2%
SPFA
1833
Summit Place Financial Advisors
New Jersey
$3.72M +$44.4K +125 +1%
EWM
1834
Evergreen Wealth Management
Michigan
$3.71M +$24.5K +69 +0.7%
JGC
1835
J. Goldman & Co
New York
$3.71M +$116K +326 +3%
PWMG
1836
Prestige Wealth Management Group
New Jersey
$3.71M +$79.9K +225 +2%
GPA
1837
Garrison Point Advisors
California
$3.71M -$138K -390 -4%
ICM
1838
IMS Capital Management
Oregon
$3.71M -$57.2K -161 -2%
KCM
1839
Kerusso Capital Management
North Carolina
$3.71M +$1.78K +5 +0%
AO
1840
Advisor OS
Illinois
$3.7M +$3.91K +11 +0.1%
SFA
1841
Semmax Financial Advisors
North Carolina
$3.7M +$13.5K +40 +0.4%
FWA
1842
FSM Wealth Advisors
Ohio
$3.7M -$159K -447 -4%
QWP
1843
Quotient Wealth Partners
Texas
$3.7M +$43.7K +123 +1%
C
1844
Certuity
Florida
$3.68M -$231K -652 -6%
MWM
1845
Mattern Wealth Management
Kansas
$3.67M -$1.07K -3 -0%
DL
1846
DOHJ LLC
Washington
$3.67M -$661K -1,976 -15%
PSP
1847
Principal Street Partners
Tennessee
$3.67M +$1.93M +5,442 +111%
DWAM
1848
Duncan Williams Asset Management
Tennessee
$3.66M +$68.5K +193 +2%
IFPG
1849
Intrepid Financial Planning Group
Indiana
$3.66M -$289K -814 -7%
WAS
1850
WESPAC Advisors SoCal
California
$3.65M +$420K +1,183 +13%