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
RBA
1976
Richard Bernstein Advisors
New York
$3.15M
KFG
1977
Kingdom Financial Group
Arizona
$3.14M
DWM
1978
Drive Wealth Management
Utah
$3.14M
KA
1979
Klingman & Associates
New York
$3.13M
JIC
1980
Joel Isaacson & Co
New York
$3.13M
SC
1981
SummitTX Capital
Texas
$3.13M
BLC
1982
Brown, Lisle/Cummings
Rhode Island
$3.13M
CNBT
1983
Canandaigua National Bank & Trust
New York
$3.13M
NF
1984
Nvest Financial
New Hampshire
$3.12M
WFI
1985
West Family Investments
California
$3.12M
CAG
1986
Cypress Advisory Group
Arizona
$3.1M
TCG
1987
Tremblant Capital Group
Florida
$3.1M
NPA
1988
Nichols & Pratt Advisers
Massachusetts
$3.09M
FPCP
1989
Fort Point Capital Partners
California
$3.09M
MYIA
1990
Mount Yale Investment Advisors
Colorado
$3.09M
RLH
1991
RD Lewis Holdings
Florida
$3.08M
SAI
1992
Systematic Alpha Investments
New Jersey
$3.08M
FWM
1993
ForthRight Wealth Management
Georgia
$3.07M
SFO
1994
Stenger Family Office
Illinois
$3.07M
CIA
1995
Compass Ion Advisors
Pennsylvania
$3.07M
BHA
1996
Beech Hill Advisors
New York
$3.07M
AF
1997
AGP Franklin
Tennessee
$3.06M
CAM
1998
Cozad Asset Management
Illinois
$3.06M
HFS
1999
Haverford Financial Services
Pennsylvania
$3.05M
CWM
2000
Compass Wealth Management
Connecticut
$3.05M