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
SLWA
1901
San Luis Wealth Advisors
California
$3.5M
KWM
1902
Kingsman Wealth Management
Florida
$3.5M
MC
1903
Martin & Co
Tennessee
$3.5M
CFGW
1904
Chancellor Financial Group WB
Pennsylvania
$3.49M
SFG
1905
Snider Financial Group
Washington
$3.48M
TC
1906
Tsai Capital
New York
$3.47M
BWG
1907
Boomfish Wealth Group
Georgia
$3.47M
LCM
1908
Legato Capital Management
California
$3.46M
RBWA
1909
RFG - Bristol Wealth Advisors
Massachusetts
$3.46M
TE
1910
Tema ETFs
New York
$3.46M
UB
1911
Umpqua Bank
Oregon
$3.46M
AG
1912
Algert Global
California
$3.46M
MCC
1913
Malaga Cove Capital
California
$3.44M
AIC
1914
Argus Investors Counsel
New York
$3.44M
EPIME
1915
Evelyn Partners Investment Management (Europe)
$3.43M
MAM
1916
MWA Asset Management
Massachusetts
$3.43M
TPW
1917
Turn8 Private Wealth
$3.42M
CB
1918
CNB Bank
Pennsylvania
$3.42M
AA
1919
Auxano Advisors
Washington
$3.42M
HCM
1920
Hodges Capital Management
Texas
$3.41M
CVA
1921
Central Valley Advisors
California
$3.41M
AW
1922
Alaethes Wealth
Nevada
$3.41M
WCM
1923
Weaver Capital Management
Georgia
$3.4M
RA
1924
Ransom Advisory
Rhode Island
$3.4M
TCPG
1925
Trivant Custom Portfolio Group
California
$3.39M