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
BF
3001
Brucke Financial
Indiana
$863K
AFGAS
3002
Allegiance Financial Group Advisory Services
Virginia
$861K
CRIG
3003
Charter Research & Investment Group
Connecticut
$860K
CPC
3004
Consolidated Planning Corp
Georgia
$859K
YWS
3005
Yarger Wealth Strategies
Ohio
$858K
BTWM
3006
Brass Tax Wealth Management
Ohio
$858K
NA
3007
Navellier & Associates
Nevada
$857K
CNTOF
3008
Canandaigua National Trust of Florida
New York
$857K
PWA
3009
Provenance Wealth Advisors
Florida
$857K
SPW
3010
Sonoma Private Wealth
California
$857K
CWA
3011
Consilium Wealth Advisory
Texas
$856K
AWS
3012
Aspen Wealth Strategies
Colorado
$855K
CFD
3013
Creative Financial Designs
Indiana
$854K
LSA
3014
Lion Street Advisors
Texas
$852K
MEG
3015
Millstone Evans Group
Colorado
$850K
LPAM
3016
Lodestar Private Asset Management
California
$848K
GWAG
3017
Garrett Wealth Advisory Group
Texas
$846K
BA
3018
Birinyi Associates
Connecticut
$845K
SNWA
3019
Siligmueller & Norvid Wealth Advisors
Illinois
$844K
SP
3020
SIH Partners
Delaware
$842K
OWM
3021
OneAscent Wealth Management
Alabama
$838K
TC
3022
TAGStone Capital
North Carolina
$837K
BWM
3023
BlackDiamond Wealth Management
New York
$836K
CAG
3024
Curtis Advisory Group
California
$836K
LFA
3025
Laraway Financial Advisors
Minnesota
$836K