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
FF
3176
Francis Financial
$661K
DWA
3177
Dougherty Wealth Advisers
Minnesota
$658K
HCA
3178
Heck Capital Advisors
Wisconsin
$656K
WC
3179
Westhampton Capital
North Carolina
$654K
MWA
3180
Motive Wealth Advisors
Michigan
$652K
IAG
3181
Ipsen Advisor Group
Arkansas
$650K
HA
3182
Heartland Advisors
Wisconsin
$650K
MAG
3183
MRA Advisory Group
New Jersey
$650K
FDS
3184
First Dallas Securities
Texas
$649K
OPWM
3185
Oregon Pacific Wealth Management
Oregon
$649K
NIWA
3186
New Insight Wealth Advisors
California
$649K
CNFG
3187
Creegan & Nassoura Financial Group
New Hampshire
$647K
KNFPWM
3188
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$643K
LFS
3189
Legacy Financial Strategies
Kansas
$643K
EIG
3190
Ellenbecker Investment Group
Wisconsin
$642K
RMC
3191
Ring Mountain Capital
California
$642K
FC
3192
Fulcrum Capital
Washington
$641K
PFSC
3193
Peoples Financial Services Corp
Pennsylvania
$641K
JFA
3194
JNBA Financial Advisors
Minnesota
$640K
IWS
3195
Insight Wealth Strategies
California
$640K
BPFA
3196
Barnes Pettey Financial Advisors
Mississippi
$639K
ME
3197
McIlrath & Eck
Washington
$639K
HIW
3198
Holos Integrated Wealth
Pennsylvania
$637K
UWPG
3199
Ullmann Wealth Partners Group
Florida
$636K
BAS
3200
Breakthru Advisory Services
Wisconsin
$636K