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
MWM
1851
Mattern Wealth Management
Kansas
$3.67M
DL
1852
DOHJ LLC
Washington
$3.67M
PSP
1853
Principal Street Partners
Tennessee
$3.67M
DWAM
1854
Duncan Williams Asset Management
Tennessee
$3.66M
IFPG
1855
Intrepid Financial Planning Group
Indiana
$3.66M
WAS
1856
WESPAC Advisors SoCal
California
$3.65M
ACGA
1857
Atlanta Consulting Group Advisors
Georgia
$3.65M
HCM
1858
Hall Capital Management
Rhode Island
$3.65M
BCM
1859
Bayesian Capital Management
New York
$3.65M
PAMG
1860
Patton Albertson Miller Group
Tennessee
$3.64M
REMPR
1861
Roof Eidam Maycock Peralta (REMP)
California
$3.64M
ZI
1862
ZEGA Investments
Florida
$3.63M
SPWG
1863
Syntegra Private Wealth Group
Missouri
$3.63M
NC
1864
Naman Capital
Brazil
$3.62M
WI
1865
Westbourne Investments
Virginia
$3.62M
APP
1866
Avantax Planning Partners
Iowa
$3.62M
GFP
1867
Gryphon Financial Partners
Ohio
$3.62M
GA
1868
GoalVest Advisory
New York
$3.62M
FMWA
1869
Forvis Mazars Wealth Advisors
Missouri
$3.61M
SCA
1870
Sander Capital Advisors
Washington
$3.61M
MMG
1871
Monetary Management Group
Missouri
$3.61M
WCM
1872
Washburn Capital Management
Florida
$3.61M
ICP
1873
Impact Capital Partners
Colorado
$3.6M
CC
1874
Cypress Capital
Tennessee
$3.6M
JHCP
1875
Jackson Hole Capital Partners
Oklahoma
$3.59M