4,254 hedge funds and large institutions have $502B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 1,810 increasing their positions, 1,747 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 4,3074,254 (-53)

6% less capital invested

Capital invested by funds: $533B → $502B (-$31B)

22% less funds holding in top 10

Funds holding in top 10: 567444 (-123)

Holders
4,254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
444
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.16B
Puts
$5.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2526
Shelton Wealth Management
Texas
$1.49M
CWMP
2527
Clarion Wealth Managment Partners
Virginia
$1.49M
RCM
2528
RMR Capital Management
California
$1.49M
GIO
2529
Galilei Investment Office
United Kingdom
$1.49M
FFG
2530
Fiduciary Financial Group
California
$1.48M
SFG
2531
Shum Financial Group
California
$1.48M
BWM
2532
BigSur Wealth Management
Florida
$1.47M
IQI
2533
Integrated Quantitative Investments
Washington
$1.47M
RDFA
2534
Ritter Daniher Financial Advisory
Ohio
$1.47M
GCM
2535
Gallacher Capital Management
Colorado
$1.47M
PWP
2536
Phillips Wealth Planners
Mississippi
$1.47M
LAM
2537
Lewis Asset Management
California
$1.46M
TWP
2538
Triad Wealth Partners
Kansas
$1.46M
TWP
2539
Tempus Wealth Planning
California
$1.46M
CFIA
2540
Cantor Fitzgerald Investment Advisors
New York
$1.46M
AA
2541
Alpha Advisors
Virginia
$1.46M
PWMG
2542
Pinnacle Wealth Management Group
Michigan
$1.46M
TC
2543
Touchstone Capital
Pennsylvania
$1.46M
RFP
2544
Root Financial Partners
California
$1.46M
NSIM
2545
North Star Investment Management
Illinois
$1.46M
VCM
2546
Verde Capital Management
Michigan
$1.45M
RW
2547
RVW Wealth
California
$1.45M
AFW
2548
Avantra Family Wealth
Pennsylvania
$1.45M
PSP
2549
Pacific Sage Partners
Washington
$1.45M
FNWM
2550
Financial Network Wealth Management
Utah
$1.45M