4,281 hedge funds and large institutions have $503B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,823 increasing their positions, 1,760 reducing their positions, and 139 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 funds holding

Funds holding:

less call options, than puts

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

1.12% less ownership

Funds ownership: 87.88%86.76% (-1.1%)

6% less capital invested

Capital invested by funds: $533B → $503B (-$30.4B)

21% less funds holding in top 10

Funds holding in top 10: 569447 (-122)

Holders
4,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
447
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
BAM
2901
Broyhill Asset Management
North Carolina
$1.01M
CA
2902
Calton & Associates
Florida
$1.01M
1M
2903
1248 Management
Missouri
$1.01M
PCH
2904
PGIM Custom Harvest
New Jersey
$1.01M
TCM
2905
Tufton Capital Management
Maryland
$1.01M
BC
2906
Brio Consultants
California
$1.01M
KL
2907
KilterHowling LLC
Colorado
$1.01M
IRP
2908
Investment Research Partners
Pennsylvania
$1.01M
CPW
2909
Crestmont Private Wealth
Texas
$1M
WA
2910
Wealth Architects
California
$1M
S
2911
Sunpointe
Missouri
$994K
AF
2912
Atala Financial
California
$991K
FCA
2913
FLC Capital Advisors
California
$991K
WPA
2914
West Paces Advisors
Georgia
$989K
MWA
2915
Midland Wealth Advisors
Illinois
$987K
GAM
2916
Gemmer Asset Management
California
$986K
SIC
2917
Samalin Investment Counsel
New York
$986K
MC
2918
Mayar Capital
United Kingdom
$983K
HWMO
2919
Heritage Wealth Management (Ohio)
Ohio
$982K
PHAM
2920
Palisades Hudson Asset Management
Florida
$981K
WFA
2921
Wellspring Financial Advisors
Ohio
$979K
YWM
2922
Yukon Wealth Management
Kansas
$976K
LRIA
2923
Leonard Rickey Investment Advisors
Washington
$975K
BWM
2924
Blossom Wealth Management
California
$972K
NFG
2925
Nadler Financial Group
Illinois
$970K