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
SIC
2901
Samalin Investment Counsel
New York
$986K
MC
2902
Mayar Capital
United Kingdom
$983K
HWMO
2903
Heritage Wealth Management (Ohio)
Ohio
$982K
PHAM
2904
Palisades Hudson Asset Management
Florida
$981K
WFA
2905
Wellspring Financial Advisors
Ohio
$979K
YWM
2906
Yukon Wealth Management
Kansas
$976K
LRIA
2907
Leonard Rickey Investment Advisors
Washington
$975K
BWM
2908
Blossom Wealth Management
California
$972K
NFG
2909
Nadler Financial Group
Illinois
$970K
SWA
2910
SOA Wealth Advisors
New York
$970K
FI
2911
Finivi Inc
Massachusetts
$970K
KFS
2912
Kaizen Financial Strategies
California
$970K
SF
2913
Seek First
California
$969K
MG
2914
Marex Group
$967K
WSWA
2915
Warren Street Wealth Advisors
California
$965K
MHC
2916
May Hill Capital
Massachusetts
$965K
BBPWM
2917
Blue Bell Private Wealth Management
Pennsylvania
$963K
RWI
2918
Red Wave Investments
Pennsylvania
$962K
FFG
2919
Floyd Financial Group
Missouri
$962K
BB
2920
Burford Brothers
Texas
$960K
FFO
2921
Fortitude Family Office
Arizona
$960K
TBWA
2922
Three Bridge Wealth Advisors
California
$956K
BBW
2923
Blue Barn Wealth
Utah
$955K
TCM
2924
Towercrest Capital Management
Pennsylvania
$955K
BWA
2925
BlueChip Wealth Advisors
Georgia
$955K