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
CFGW
1901
Chancellor Financial Group WB
Pennsylvania
$3.49M
SFG
1902
Snider Financial Group
Washington
$3.48M
TC
1903
Tsai Capital
New York
$3.47M
BWG
1904
Boomfish Wealth Group
Georgia
$3.47M
LCM
1905
Legato Capital Management
California
$3.46M
RBWA
1906
RFG - Bristol Wealth Advisors
Massachusetts
$3.46M
TE
1907
Tema ETFs
New York
$3.46M
UB
1908
Umpqua Bank
Oregon
$3.46M
AG
1909
Algert Global
California
$3.46M
MCC
1910
Malaga Cove Capital
California
$3.44M
AIC
1911
Argus Investors Counsel
New York
$3.44M
FAM
1912
Fulcrum Asset Management
United Kingdom
$3.43M
MAM
1913
MWA Asset Management
Massachusetts
$3.43M
TPW
1914
Turn8 Private Wealth
$3.42M
CB
1915
CNB Bank
Pennsylvania
$3.42M
AA
1916
Auxano Advisors
Washington
$3.42M
HCM
1917
Hodges Capital Management
Texas
$3.41M
CVA
1918
Central Valley Advisors
California
$3.41M
AW
1919
Alaethes Wealth
Nevada
$3.41M
WCM
1920
Weaver Capital Management
Georgia
$3.4M
RA
1921
Ransom Advisory
Rhode Island
$3.4M
TCPG
1922
Trivant Custom Portfolio Group
California
$3.39M
WSA
1923
Warm Springs Advisors
California
$3.39M
SMC
1924
Smith, Moore & Co
Missouri
$3.39M
GTAM
1925
Global Trust Asset Management
Florida
$3.36M