4,291 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, 1,761 increasing their positions, 1,836 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: 1,761 | 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
4,291
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
KA
1976
Klingman & Associates
New York
$3.13M
JIC
1977
Joel Isaacson & Co
New York
$3.13M
SC
1978
SummitTX Capital
Texas
$3.13M
BLC
1979
Brown, Lisle/Cummings
Rhode Island
$3.13M
CNBT
1980
Canandaigua National Bank & Trust
New York
$3.13M
NF
1981
Nvest Financial
New Hampshire
$3.12M
WFI
1982
West Family Investments
California
$3.12M
CAG
1983
Cypress Advisory Group
Arizona
$3.1M
TCG
1984
Tremblant Capital Group
Florida
$3.1M
NPA
1985
Nichols & Pratt Advisers
Massachusetts
$3.09M
FPCP
1986
Fort Point Capital Partners
California
$3.09M
MYIA
1987
Mount Yale Investment Advisors
Colorado
$3.09M
RLH
1988
RD Lewis Holdings
Florida
$3.08M
SAI
1989
Systematic Alpha Investments
New Jersey
$3.08M
FWM
1990
ForthRight Wealth Management
Georgia
$3.07M
SFO
1991
Stenger Family Office
Illinois
$3.07M
CIA
1992
Compass Ion Advisors
Pennsylvania
$3.07M
BHA
1993
Beech Hill Advisors
New York
$3.07M
AF
1994
AGP Franklin
Tennessee
$3.06M
CAM
1995
Cozad Asset Management
Illinois
$3.06M
HFS
1996
Haverford Financial Services
Pennsylvania
$3.05M
CWM
1997
Compass Wealth Management
Connecticut
$3.05M
RBC
1998
Romano Brothers & Co
Illinois
$3.05M
SFO
1999
Stokes Family Office
Louisiana
$3.04M
F8IS
2000
Figure 8 Investment Strategies
Idaho
$3.03M