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
WLPWM
2601
Walled Lake Planning & Wealth Management
Illinois
$1.37M
HAI
2602
Hennessy Advisors Inc
California
$1.37M
HA
2603
Harbor Advisors
Florida
$1.37M
CF
2604
Convergence Financial
Missouri
$1.36M
CWM
2605
Crowley Wealth Management
Delaware
$1.36M
OWA
2606
Outlook Wealth Advisors
Texas
$1.36M
MIM
2607
Manitou Investment Management
Ontario, Canada
$1.36M
FBT
2608
First Bank & Trust
South Dakota
$1.36M
OCM
2609
Orion Capital Management
California
$1.36M
FFA
2610
Founders Financial Alliance
North Carolina
$1.35M
CPA
2611
Court Place Advisors
Maryland
$1.35M
TNBTD
2612
Trustmark National Bank Trust Department
Mississippi
$1.35M
RF
2613
Rossby Financial
Florida
$1.35M
WA
2614
Waddell & Associates
Tennessee
$1.35M
SCP
2615
Sivia Capital Partners
California
$1.35M
SB
2616
Sunflower Bank
Texas
$1.35M
VAG
2617
VisionPoint Advisory Group
Texas
$1.34M
PMG
2618
Private Management Group
California
$1.34M
AA
2619
Aire Advisors
California
$1.34M
RFS
2620
Richardson Financial Services
Massachusetts
$1.34M
PL
2621
Perpetual Ltd
Australia
$1.34M
CIS
2622
Custom Index Systems
New York
$1.34M
CAM
2623
Creekmur Asset Management
Illinois
$1.34M
GLAM
2624
Gardner Lewis Asset Management
Pennsylvania
$1.34M
SVCP
2625
Silicon Valley Capital Partners
California
$1.34M