4,244 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, 1,805 increasing their positions, 1,745 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: 4,3034,244 (-59)

6% less capital invested

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

22% less funds holding in top 10

Funds holding in top 10: 567443 (-124)

Holders
4,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
443
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
MWM
2551
MOKAN Wealth Management
Kansas
$1.45M
CWM
2552
Castle Wealth Management
Florida
$1.45M
FW
2553
FullCircle Wealth
Texas
$1.45M
TIM
2554
Thornburg Investment Management
New Mexico
$1.44M
XT
2555
XTX Topco
Cayman Islands
$1.44M
FPF
2556
First Pacific Financial
Washington
$1.44M
HCP
2557
Holt Capital Partners
Texas
$1.43M
AFT
2558
Alpha Family Trust
California
$1.43M
WKSWA
2559
White Knight Strategic Wealth Advisors
New Jersey
$1.43M
ECM
2560
Estabrook Capital Management
New York
$1.43M
ARMT
2561
Amica Retiree Medical Trust
Rhode Island
$1.43M
WMP
2562
Wealth Management Partners
Arizona
$1.43M
IA
2563
IFG Advisory
Georgia
$1.42M
KA
2564
Kovack Advisors
Florida
$1.42M
LI
2565
LVZ Inc
Michigan
$1.42M
BWM
2566
Baron Wealth Management
Michigan
$1.41M
TAM
2567
Titleist Asset Management
Texas
$1.41M
DF
2568
Dunhill Financial
United Kingdom
$1.41M
CFS
2569
Coordinated Financial Services
Colorado
$1.41M
AFO
2570
Arrowroot Family Office
California
$1.4M
TM
2571
TigerOak Management
New Mexico
$1.4M
GC
2572
Gould Capital
Washington
$1.4M
CA
2573
Cambridge Advisors
Nebraska
$1.4M
PSC
2574
Prentiss Smith & Co
Vermont
$1.4M
MTWM
2575
Masso Torrence Wealth Management
New Jersey
$1.4M