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, 1,835 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: 1,835

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
BA
2001
Ballast Advisors
Minnesota
$3.03M
NL
2002
NWAM LLC
Washington
$3.03M
PA
2003
PFW Advisors
Georgia
$3.03M
EHWM
2004
Eads & Heald Wealth Management
Georgia
$3.02M
MSFP
2005
Mark Sheptoff Financial Planning
Connecticut
$3.02M
RA
2006
Rational Advisors
New York
$3.02M
DE
2007
Diversified Enterprises
Delaware
$3.02M
SC
2008
Savoie Capital
Illinois
$3.02M
MTIM
2009
Marathon Trading Investment Management
Pennsylvania
$3.02M
MMC
2010
Mizuho Markets Cayman
Cayman Islands
$3M
DCM
2011
Dudley Capital Management
Virginia
$3M
SW
2012
SkyOak Wealth
Michigan
$2.99M
QC
2013
Quent Capital
New York
$2.99M
SFPG
2014
Stonebridge Financial Planning Group
Florida
$2.99M
SP
2015
Stonebrook Private
Michigan
$2.98M
RPCONE
2016
Retirement Planning Company of New England
Rhode Island
$2.97M
UCMOK
2017
United Capital Management of KS
Kansas
$2.97M
MA
2018
MONECO Advisors
Connecticut
$2.97M
SCM
2019
Stevens Capital Management
Pennsylvania
$2.96M
SWM
2020
Selective Wealth Management
Virginia
$2.95M
AWE
2021
Avidian Wealth Enterprises
Texas
$2.95M
SFM
2022
Systematic Financial Management
New Jersey
$2.95M
SWM
2023
Sculati Wealth Management
Michigan
$2.94M
PPWM
2024
Paragon Private Wealth Management
Kentucky
$2.94M
BFA
2025
Beacon Financial Advisory
Ohio
$2.93M