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 %
BA
2051
Bellwether Advisors
Nebraska
$2.78M +$2.45M +6,910 +749%
PCA
2052
Purkiss Capital Advisors
Connecticut
$2.78M +$986K +2,777 +55%
TCBWMS
2053
Texas Capital Bank Wealth Management Services
Texas
$2.78M +$137K +387 +5%
CP
2054
Canopy Partners
Ohio
$2.77M -$360K -1,015 -12%
FPWM
2055
FSB Premier Wealth Management
Iowa
$2.76M +$236K +665 +9%
SAM
2056
Strategy Asset Managers
California
$2.76M +$101K +285 +4%
TPW
2057
Talon Private Wealth
Florida
$2.76M +$296K +833 +12%
RMP
2058
Richards, Merrill & Peterson
Washington
$2.74M +$2.84K +8 +0.1%
KSWA
2059
Kathleen S. Wright Associates
Pennsylvania
$2.74M
LAM
2060
L2 Asset Management
Massachusetts
$2.73M +$160K +451 +6%
DIP
2061
DT Investment Partners
Pennsylvania
$2.73M -$412K -1,159 -13%
CGFA
2062
Colton Groome Financial Advisors
North Carolina
$2.72M +$216K +607 +9%
FWA
2063
FOCUS Wealth Advisors
Texas
$2.72M -$7.81K -22 -0.3%
GCM
2064
Geneva Capital Management
Wisconsin
$2.72M -$90.5K -255 -3%
TP
2065
Tranquility Partners
Tennessee
$2.72M -$11.4K -32 -0.4%
HCCM
2066
Hudson Canyon Capital Management
New York
$2.71M -$56.5K -159 -2%
SSW
2067
Stone Summit Wealth
Florida
$2.7M +$63.9K +180 +2%
SDWIA
2068
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.7M -$107K -302 -4%
CSPIA
2069
Cary Street Partners Investment Advisory
Virginia
$2.7M +$217K +611 +9%
IA
2070
IFC Advisors
California
$2.69M +$876K +2,468 +48%
PCOTEOTHU
2071
Provident Company of the Employees of the Hebrew University
Israel
$2.69M
SI
2072
Shaker Investments
Ohio
$2.69M -$114K -320 -4%
FC
2073
Fairscale Capital
New Hampshire
$2.69M +$104K +301 +4%
CG
2074
Cynosure Group
Utah
$2.69M +$2.15M +6,069 +403%
PWS
2075
Precision Wealth Strategies
Missouri
$2.69M +$2.69M +7,573 New