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
FIM
2051
Freedom Investment Management
Connecticut
$2.8M
LWL
2052
Leo Wealth LLC
Texas
$2.8M
PIA
2053
Perennial Investment Advisors
California
$2.79M
AWM
2054
Aprio Wealth Management
Georgia
$2.79M
AC
2055
Aristides Capital
Kentucky
$2.79M
OFS
2056
OneAscent Financial Services
Alabama
$2.79M
BA
2057
Bellwether Advisors
Nebraska
$2.78M
PCA
2058
Purkiss Capital Advisors
Connecticut
$2.78M
TCBWMS
2059
Texas Capital Bank Wealth Management Services
Texas
$2.78M
CP
2060
Canopy Partners
Ohio
$2.77M
FPWM
2061
FSB Premier Wealth Management
Iowa
$2.76M
SAM
2062
Strategy Asset Managers
California
$2.76M
TPW
2063
Talon Private Wealth
Florida
$2.76M
RMP
2064
Richards, Merrill & Peterson
Washington
$2.74M
KSWA
2065
Kathleen S. Wright Associates
Pennsylvania
$2.74M
LAM
2066
L2 Asset Management
Massachusetts
$2.73M
DIP
2067
DT Investment Partners
Pennsylvania
$2.73M
CGFA
2068
Colton Groome Financial Advisors
North Carolina
$2.72M
FWA
2069
FOCUS Wealth Advisors
Texas
$2.72M
GCM
2070
Geneva Capital Management
Wisconsin
$2.72M
TP
2071
Tranquility Partners
Tennessee
$2.72M
HCCM
2072
Hudson Canyon Capital Management
New York
$2.71M
SSW
2073
Stone Summit Wealth
Florida
$2.7M
SDWIA
2074
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.7M
CSPIA
2075
Cary Street Partners Investment Advisory
Virginia
$2.7M