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
EGWAG
3151
Elwood & Goetz Wealth Advisory Group
Georgia
$695K
CL
3152
CVFG LLC
Indiana
$694K
MCM
3153
Monarch Capital Management
Indiana
$694K
WA
3154
Wealthstream Advisors
New York
$694K
CFFP
3155
Center for Financial Planning
Michigan
$694K
ALA
3156
Atlas Legacy Advisors
California
$694K
FL
3157
FreeGulliver LLC
Louisiana
$693K
TWP
3158
Tower Wealth Partners
Pennsylvania
$693K
ABWM
3159
Alpine Bank Wealth Management
Colorado
$693K
EAM
3160
Evanson Asset Management
California
$692K
ANC
3161
Ames National Corp
Iowa
$691K
CIP
3162
Convergence Investment Partners
Florida
$690K
GFG
3163
Goldstone Financial Group
Illinois
$690K
KWA
3164
Kellett Wealth Advisors
Ohio
$688K
TPBG
3165
Turning Point Benefit Group
Maryland
$688K
OFO
3166
OneAscent Family Office
Alabama
$686K
IF
3167
Integrity Financial
Wyoming
$684K
GSIS
3168
Global Strategic Investment Solutions
Arizona
$683K
MMH
3169
Menora Mivtachim Holdings
Israel
$683K
SPA
3170
Sherbrooke Park Advisers
New York
$680K
HZ
3171
Hixon Zuercher
Ohio
$680K
VFPW
3172
Vantage Financial Partners (Wisconsin)
Wisconsin
$680K
CBT
3173
CoreFirst Bank & Trust
Kansas
$679K
PHWM
3174
Pine Harbor Wealth Management
Maryland
$678K
JJBC
3175
James J. Burns & Company
New York
$677K