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
AFW
2451
Avantra Family Wealth
Pennsylvania
$1.68M
CFSG
2452
Clark Financial Services Group
Missouri
$1.68M
TWM
2453
Trueblood Wealth Management
Ohio
$1.68M
RBFC
2454
Roman Butler Fullerton & Co
Missouri
$1.67M
GS
2455
GWN Securities
Florida
$1.67M
SAM
2456
S.A. Mason
Michigan
$1.67M
SRA
2457
Secured Retirement Advisors
Minnesota
$1.67M
IFA
2458
Index Fund Advisors
California
$1.67M
KA
2459
Kovack Advisors
Florida
$1.67M
BWM
2460
Buckley Wealth Management
Nevada
$1.66M
TA
2461
TFB Advisors
Kansas
$1.66M
CSIC
2462
Clifford Swan Investment Counsel
California
$1.66M
IIA
2463
IPG Investment Advisors
California
$1.66M
MMPW
2464
Mitchell McLeod Pugh & Williams
Alabama
$1.66M
MSS
2465
Mitchell Sinkler & Starr
Pennsylvania
$1.65M
FC
2466
Fulcrum Capital
Washington
$1.65M
WWM
2467
Waterway Wealth Management
Texas
$1.65M
ML
2468
McAdam LLC
Pennsylvania
$1.65M
PFA
2469
Pathway Financial Advisers
Indiana
$1.65M
NDSI
2470
Newman Dignan & Sheerar Inc
Rhode Island
$1.65M
FB
2471
First Bancorp
Maine
$1.65M
RGC
2472
Roberts, Glore & Co
Illinois
$1.65M
LPFG
2473
Landing Point Financial Group
Ohio
$1.65M
OPWM
2474
Oakwell Private Wealth Management
Texas
$1.64M
PWM
2475
Prentice Wealth Management
New York
$1.64M