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 %
MCA
2251
MSH Capital Advisors
Arizona
$2.12M -$28.4K -80 -1%
SFP
2252
Sandbox Financial Partners
Maryland
$2.12M -$6.39K -18 -0.3%
IFS
2253
Intelligent Financial Strategies
Minnesota
$2.12M
SIA
2254
SkyView Investment Advisors
New Jersey
$2.12M +$14.7K +42 +0.7%
AA
2255
Advisory Alpha
Michigan
$2.11M +$126K +354 +6%
HWA
2256
HHM Wealth Advisors
Tennessee
$2.11M -$43.7K -123 -2%
OL
2257
Optas LLC
Texas
$2.11M -$1.81M -5,104 -46%
NFA
2258
Northern Financial Advisors
Michigan
$2.11M +$32.3K +91 +2%
KFS
2259
Kurt F. Somerville
$2.11M
BWP
2260
Balboa Wealth Partners
Arizona
$2.1M +$142K +401 +7%
CPIA
2261
Cornell Pochily Investment Advisors
New York
$2.1M -$256K -720 -11%
AWM
2262
Aviso Wealth Management
Washington
$2.1M +$10.7K +30 +0.5%
XF
2263
XML Financial
Maryland
$2.1M -$60K -169 -3%
LWANC
2264
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.1M +$2.09M +742,624 +32,700%
BSSFA
2265
Baron Silver Stevens Financial Advisors
Florida
$2.1M +$195K +548 +10%
LWM
2266
Lodestone Wealth Management
Washington
$2.09M -$84.5K -238 -4%
BTD
2267
BankPlus Trust Department
Mississippi
$2.08M +$172K +484 +9%
TF
2268
Trek Financial
Arizona
$2.08M -$20.2K -57 -1%
GCM
2269
Glynn Capital Management
California
$2.08M -$2.05M -5,762 -50%
FCAS
2270
First Command Advisory Services
Texas
$2.08M +$24.5K +69 +1%
RCA
2271
Roberts Capital Advisors
Colorado
$2.07M
TLCM
2272
Twin Lakes Capital Management
California
$2.06M +$2.84K +8 +0.1%
WIC
2273
Woodmont Investment Counsel
Tennessee
$2.06M +$35.2K +99 +2%
CPBTD
2274
Central Pacific Bank - Trust Division
Hawaii
$2.06M -$285K -803 -12%
CIM
2275
Corda Investment Management
Texas
$2.06M +$14.6K +41 +0.7%