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
CA
1951
Callahan Advisors
Texas
$3.28M
TWM
1952
TCFG Wealth Management
California
$3.27M
1W
1953
1776 Wealth
Georgia
$3.27M
PCMK
1954
Paragon Capital Management (Kansas)
Kansas
$3.25M
EWM
1955
Evermay Wealth Management
Virginia
$3.22M
WPW
1956
Waldron Private Wealth
Pennsylvania
$3.22M
BHIA
1957
Birch Hill Investment Advisors
Massachusetts
$3.21M
VWA
1958
Visionary Wealth Advisors
Illinois
$3.2M
HIC
1959
Holderness Investments Company
North Carolina
$3.2M
VCP
1960
Verus Capital Partners
Arizona
$3.2M
WP
1961
Waycross Partners
Kentucky
$3.2M
TWM
1962
Thrive Wealth Management
Pennsylvania
$3.19M
TSW
1963
Three Seasons Wealth
Utah
$3.19M
ZIG
1964
Zuckerman Investment Group
Illinois
$3.19M
LTI
1965
Laffer Tengler Investments
Tennessee
$3.18M
CA
1966
Continuum Advisory
Idaho
$3.18M
PH
1967
Pinnacle Holdings
Oklahoma
$3.17M
MCCA
1968
Mill Creek Capital Advisors
Pennsylvania
$3.17M
Koshinski Asset Management
1969
Koshinski Asset Management
Illinois
$3.17M
AA
1970
Alta Advisers
United Kingdom
$3.16M
HA
1971
Harfst & Associates
Wyoming
$3.16M
RAM
1972
Ramirez Asset Management
New York
$3.15M
RBA
1973
Richard Bernstein Advisors
New York
$3.15M
KFG
1974
Kingdom Financial Group
Arizona
$3.14M
DWM
1975
Drive Wealth Management
Utah
$3.14M