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
FWA
1851
FSM Wealth Advisors
Ohio
$3.7M
QWP
1852
Quotient Wealth Partners
Texas
$3.7M
C
1853
Certuity
Florida
$3.68M
MWM
1854
Mattern Wealth Management
Kansas
$3.67M
DL
1855
DOHJ LLC
Washington
$3.67M
PSP
1856
Principal Street Partners
Tennessee
$3.67M
DWAM
1857
Duncan Williams Asset Management
Tennessee
$3.66M
IFPG
1858
Intrepid Financial Planning Group
Indiana
$3.66M
WAS
1859
WESPAC Advisors SoCal
California
$3.65M
ACGA
1860
Atlanta Consulting Group Advisors
Georgia
$3.65M
HCM
1861
Hall Capital Management
Rhode Island
$3.65M
BCM
1862
Bayesian Capital Management
New York
$3.65M
PAMG
1863
Patton Albertson Miller Group
Tennessee
$3.64M
REMPR
1864
Roof Eidam Maycock Peralta (REMP)
California
$3.64M
ZI
1865
ZEGA Investments
Florida
$3.63M
SPWG
1866
Syntegra Private Wealth Group
Missouri
$3.63M
NC
1867
Naman Capital
Brazil
$3.62M
WI
1868
Westbourne Investments
Virginia
$3.62M
APP
1869
Avantax Planning Partners
Iowa
$3.62M
GFP
1870
Gryphon Financial Partners
Ohio
$3.62M
GA
1871
GoalVest Advisory
New York
$3.62M
FMWA
1872
Forvis Mazars Wealth Advisors
Missouri
$3.61M
SCA
1873
Sander Capital Advisors
Washington
$3.61M
MMG
1874
Monetary Management Group
Missouri
$3.61M
WCM
1875
Washburn Capital Management
Florida
$3.61M