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 %
DE
2001
Diversified Enterprises
Delaware
$3.02M -$157K -442 -5%
SC
2002
Savoie Capital
Illinois
$3.02M
MTIM
2003
Marathon Trading Investment Management
Pennsylvania
$3.02M +$2.99M +8,423 +10,939%
MMC
2004
Mizuho Markets Cayman
Cayman Islands
$3M +$3M +8,447 New
DCM
2005
Dudley Capital Management
Virginia
$3M
SW
2006
SkyOak Wealth
Michigan
$2.99M
QC
2007
Quent Capital
New York
$2.99M +$149K +419 +5%
SFPG
2008
Stonebridge Financial Planning Group
Florida
$2.99M -$166K -468 -5%
SP
2009
Stonebrook Private
Michigan
$2.98M +$17K +48 +0.6%
RPCONE
2010
Retirement Planning Company of New England
Rhode Island
$2.97M -$76.7K -216 -3%
UCMOK
2011
United Capital Management of KS
Kansas
$2.97M -$240K -676 -7%
MA
2012
MONECO Advisors
Connecticut
$2.97M -$1.42K -4 -0%
SCM
2013
Stevens Capital Management
Pennsylvania
$2.96M +$2.96M +8,344 New
SWM
2014
Selective Wealth Management
Virginia
$2.95M -$80.1K -224 -3%
AWE
2015
Avidian Wealth Enterprises
Texas
$2.95M +$173K +487 +6%
SFM
2016
Systematic Financial Management
New Jersey
$2.95M
SWM
2017
Sculati Wealth Management
Michigan
$2.94M -$61.8K -174 -2%
PPWM
2018
Paragon Private Wealth Management
Kentucky
$2.94M -$11.7K -33 -0.4%
BFA
2019
Beacon Financial Advisory
Ohio
$2.93M -$18.5K -52 -0.6%
AIA
2020
AssuredPartners Investment Advisors
Florida
$2.93M -$266K -749 -8%
HA
2021
Helium Advisors
Washington
$2.92M -$11.7K -33 -0.4%
AWC
2022
Abundance Wealth Counselors
Pennsylvania
$2.92M +$12.9K +37 +0.4%
LA
2023
LM Advisors
California
$2.91M +$267K +751 +10%
LI
2024
Lafayette Investments
Maryland
$2.91M +$72.8K +205 +3%
EFG
2025
Ethos Financial Group
Pennsylvania
$2.9M +$352K +990 +14%