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 %
EA
2026
Ellsworth Advisors
Ohio
$2.88M +$40.1K +113 +1%
OFS
2027
Orrstown Financial Services
Pennsylvania
$2.88M -$40.5K -114 -1%
BAM
2028
Byrne Asset Management
New Jersey
$2.87M -$194K -547 -6%
LWA
2029
Lineweaver Wealth Advisors
Ohio
$2.87M +$72.8K +205 +3%
LA
2030
Lynch & Associates
Indiana
$2.86M +$78.1K +220 +3%
BLAM
2031
Bourne Lent Asset Management
New York
$2.85M
Financial Engines Advisors
2032
Financial Engines Advisors
California
$2.85M +$777K +2,189 +38%
IIC
2033
Ironwood Investment Counsel
Arizona
$2.85M +$695K +1,957 +32%
MFP
2034
Meridian Financial Partners
Virginia
$2.85M -$72.8K -205 -2%
HFA
2035
Hutchinson Financial Advisors
Virginia
$2.84M +$2.84M +8,011 New
FPL
2036
Fortress Private Ledger
North Carolina
$2.84M -$30.9K -87 -1%
TNAM
2037
Terra Nova Asset Management
New York
$2.84M -$13.8K -39 -0.5%
BIP
2038
Blueprint Investment Partners
North Carolina
$2.84M -$1.02M -2,873 -26%
FIC
2039
FCG Investment Company
Tennessee
$2.84M -$799K -2,249 -22%
TCGDR
2040
TB Capital Gestao de Recursos
$2.83M +$2.83M +7,974 New
SA
2041
SRN Advisors
Pennsylvania
$2.82M +$164K +463 +6%
KLCM
2042
KG&L Capital Management
Louisiana
$2.82M +$1.89M +5,333 +205%
MADR
2043
Milestones Administradora de Recursos
Brazil
$2.81M -$2.81M -7,905 -50%
GWSG
2044
GPS Wealth Strategies Group
Colorado
$2.8M -$58.2K -164 -2%
FIM
2045
Freedom Investment Management
Connecticut
$2.8M -$39.1K -110 -1%
LWL
2046
Leo Wealth LLC
Texas
$2.8M +$932K +2,632 +50%
PIA
2047
Perennial Investment Advisors
California
$2.79M +$92.3K +260 +3%
AWM
2048
Aprio Wealth Management
Georgia
$2.79M +$12.1K +34 +0.4%
AC
2049
Aristides Capital
Kentucky
$2.79M
OFS
2050
OneAscent Financial Services
Alabama
$2.79M -$254K -714 -8%