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 %
TA
2451
TFB Advisors
Kansas
$1.66M -$49.4K -139 -3%
CSIC
2452
Clifford Swan Investment Counsel
California
$1.66M -$2.84K -8 -0.2%
IIA
2453
IPG Investment Advisors
California
$1.66M +$1.66M +4,673 New
MMPW
2454
Mitchell McLeod Pugh & Williams
Alabama
$1.66M
MSS
2455
Mitchell Sinkler & Starr
Pennsylvania
$1.65M +$62.1K +175 +4%
FC
2456
Fulcrum Capital
Washington
$1.65M -$36.9K -104 -2%
WWM
2457
Waterway Wealth Management
Texas
$1.65M +$1.36M +3,825 +464%
ML
2458
McAdam LLC
Pennsylvania
$1.65M +$320K +901 +24%
PFA
2459
Pathway Financial Advisers
Indiana
$1.65M +$58.2K +164 +4%
NDSI
2460
Newman Dignan & Sheerar Inc
Rhode Island
$1.65M -$37.3K -105 -2%
FB
2461
First Bancorp
Maine
$1.65M +$163K +459 +11%
RGC
2462
Roberts, Glore & Co
Illinois
$1.65M -$1.07K -3 -0.1%
LPFG
2463
Landing Point Financial Group
Ohio
$1.65M -$57.9K -163 -3%
OPWM
2464
Oakwell Private Wealth Management
Texas
$1.64M +$104K +293 +7%
PWM
2465
Prentice Wealth Management
New York
$1.64M -$165K -465 -9%
PP
2466
Patron Partners
Texas
$1.64M +$14.2K +40 +0.9%
BCM
2467
BluePath Capital Management
Georgia
$1.64M +$28.8K +81 +2%
OL
2468
one8zero8 LLC
North Carolina
$1.64M -$146K -412 -8%
JWM
2469
Jessup Wealth Management
Ohio
$1.63M -$9.23K -26 -0.6%
GIM
2470
Gold Investment Management
Alberta, Canada
$1.63M +$355 +1 +0%
AL
2471
Aspiriant LLC
California
$1.63M -$23.4K -66 -1%
IP
2472
Investment Partners
Ohio
$1.63M -$46.5K -131 -3%
TBWA
2473
Three Bridge Wealth Advisors
California
$1.63M +$319K +899 +24%
AIM
2474
Alhambra Investment Management
Florida
$1.63M +$16.7K +47 +1%
SC
2475
Stance Capital
Massachusetts
$1.63M -$2.09M -5,893 -56%