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
TWM
3101
Trevian Wealth Management
Massachusetts
$751K
FAG
3102
Fortitude Advisory Group
Washington
$746K
BCM
3103
Bourgeon Capital Management
Connecticut
$746K
DBRC
3104
D.B. Root & Company
Pennsylvania
$746K
OHWA
3105
Oak Hill Wealth Advisors
Virginia
$744K
EA
3106
Emerald Advisers
Pennsylvania
$744K
TVAMP
3107
Tennessee Valley Asset Management Partners
Tennessee
$740K
RTC
3108
Real Talk Capital
Tennessee
$738K
GP
3109
Guardian Partners
Canada
$734K
RFA
3110
Register Financial Advisors
Georgia
$733K
PCS
3111
Private Client Services
Kentucky
$732K
SHFP
3112
Second Half Financial Partners
Florida
$731K
SIA
3113
SGL Investment Advisors
Montana
$729K
SFG
3114
Seamount Financial Group
Colorado
$728K
RPCA
3115
Running Point Capital Advisors
California
$728K
AZ
3116
Alpha Zero
Florida
$726K
NJIM
3117
Nabity-Jensen Investment Management
Nebraska
$726K
AWA
3118
AmeriServ Wealth Advisors
Pennsylvania
$725K
AWM
3119
Alterna Wealth Management
Texas
$724K
RFW
3120
Rainier Family Wealth
Washington
$723K
LCM
3121
LVM Capital Management
Michigan
$723K
WDL
3122
Well Done LLC
Michigan
$719K
C1AG
3123
Client 1st Advisory Group
Florida
$719K
G
3124
GenTrust
Florida
$718K
LWANC
3125
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K