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
WSCM
1876
Wellington Shields Capital Management
New York
$3.59M
AOWM
1877
Alpha Omega Wealth Management
Virginia
$3.58M
CIG
1878
CHB Investment Group
Pennsylvania
$3.58M
RA
1879
RiverPark Advisors
New York
$3.57M
HW
1880
HORAN Wealth
Ohio
$3.57M
LA
1881
Lindenwold Advisors
Pennsylvania
$3.57M
AF
1882
Alerus Financial
North Dakota
$3.56M
ATWA
1883
Arbor Trust Wealth Advisors
Michigan
$3.56M
VU
1884
Vanderbilt University
Tennessee
$3.55M
LT
1885
Lindsell Train
United Kingdom
$3.55M
TGAM
1886
TBH Global Asset Management
Tennessee
$3.55M
CTC
1887
Cetera Trust Company
Minnesota
$3.55M
HAG
1888
HF Advisory Group
Maryland
$3.55M
AWM
1889
Ameliora Wealth Management
Switzerland
$3.54M
JSC
1890
Jackson Square Capital
California
$3.54M
WAG
1891
Winthrop Advisory Group
Massachusetts
$3.52M
FIBOI
1892
First International Bank of Israel
$3.52M
MA
1893
MCF Advisors
Kentucky
$3.52M
RMAM
1894
Raab & Moskowitz Asset Management
New Jersey
$3.51M
BWP
1895
Burling Wealth Partners
Illinois
$3.51M
CBA
1896
Coastal Bridge Advisors
Connecticut
$3.51M
DCM
1897
Davidson Capital Management
Texas
$3.5M
SLWA
1898
San Luis Wealth Advisors
California
$3.5M
KWM
1899
Kingsman Wealth Management
Florida
$3.5M
MC
1900
Martin & Co
Tennessee
$3.5M