4,261 hedge funds and large institutions have $532B invested in Visa in 2025 Q2 according to their latest regulatory filings, with 224 funds opening new positions, 1,754 increasing their positions, 1,823 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,261
Holders Change
+40
Holders Change %
+0.95%
% of All Funds
57.1%
Holding in Top 10
564
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-17.42%
% of All Funds
7.56%
New
224
Increased
1,754
Reduced
1,823
Closed
103
Calls
$5.17B
Puts
$5.58B
Net Calls
-$408M
Net Calls Change
+$1.02B
Name Holding Trade Value Shares
Change
Shares
Change %
BHIA
1951
Birch Hill Investment Advisors
Massachusetts
$3.21M -$26.3K -74 -0.8%
VWA
1952
Visionary Wealth Advisors
Illinois
$3.2M +$1.41M +3,972 +79%
HIC
1953
Holderness Investments Company
North Carolina
$3.2M +$213K +600 +7%
VCP
1954
Verus Capital Partners
Arizona
$3.2M +$15.3K +43 +0.5%
WP
1955
Waycross Partners
Kentucky
$3.2M
TWM
1956
Thrive Wealth Management
Pennsylvania
$3.19M -$5.68K -16 -0.2%
TSW
1957
Three Seasons Wealth
Utah
$3.19M +$19.9K +56 +0.6%
ZIG
1958
Zuckerman Investment Group
Illinois
$3.19M +$415K +1,168 +15%
LTI
1959
Laffer Tengler Investments
Tennessee
$3.18M +$4.26K +12 +0.1%
CA
1960
Continuum Advisory
Idaho
$3.18M -$139K -392 -4%
PH
1961
Pinnacle Holdings
Oklahoma
$3.17M +$251K +708 +9%
MCCA
1962
Mill Creek Capital Advisors
Pennsylvania
$3.17M -$130K -366 -4%
Koshinski Asset Management
1963
Koshinski Asset Management
Illinois
$3.17M +$81.3K +229 +3%
AA
1964
Alta Advisers
United Kingdom
$3.16M
HA
1965
Harfst & Associates
Wyoming
$3.16M -$566K -1,593 -15%
RAM
1966
Ramirez Asset Management
New York
$3.15M -$71K -200 -2%
RBA
1967
Richard Bernstein Advisors
New York
$3.15M -$372K -1,047 -11%
KFG
1968
Kingdom Financial Group
Arizona
$3.14M +$3.14M +8,845 New
DWM
1969
Drive Wealth Management
Utah
$3.14M +$51.1K +144 +2%
KA
1970
Klingman & Associates
New York
$3.13M +$357K +1,005 +13%
JIC
1971
Joel Isaacson & Co
New York
$3.13M +$124K +350 +4%
SC
1972
SummitTX Capital
Texas
$3.13M -$1.73M -4,869 -36%
BLC
1973
Brown, Lisle/Cummings
Rhode Island
$3.13M +$355 +1 +0%
CNBT
1974
Canandaigua National Bank & Trust
New York
$3.13M +$236K +666 +8%
NF
1975
Nvest Financial
New Hampshire
$3.12M -$29.5K -83 -0.9%