4,242 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, 1,804 increasing their positions, 1,744 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: 4,3024,242 (-60)

6% less capital invested

Capital invested by funds: $533B → $502B (-$31B)

22% less funds holding in top 10

Funds holding in top 10: 567443 (-124)

Holders
4,242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
443
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
CWA
3251
Core Wealth Advisors
Florida
$590K
LWM
3252
LeConte Wealth Management
Tennessee
$589K
BL
3253
Balentine LLC
Georgia
$588K
DWM
3254
Defined Wealth Management
Oregon
$587K
VIPI
3255
Vista Investment Partners II
Indiana
$587K
WAOTB
3256
Wealth Advisors of Tampa Bay
Florida
$586K
JWM
3257
JPL Wealth Management
Colorado
$584K
SCM
3258
Sunbeam Capital Management
Georgia
$584K
WF
3259
Wayfinding Financial
Washington
$584K
BAM
3260
Bosun Asset Management
Illinois
$584K
RFN
3261
Redwood Financial Network
Ohio
$584K
CFO
3262
Collective Family Office
Pennsylvania
$582K
FSA
3263
Financial Security Advisor
Virginia
$580K
EWS
3264
Eagle Wealth Strategies
New Jersey
$580K
JEST
3265
JTC Employer Solutions Trustee
Jersey
$580K
SRC
3266
Shufro Rose & Co
New York
$580K
EW
3267
Element Wealth
Mississippi
$579K
FWM
3268
Focused Wealth Management
New York
$578K
NRW
3269
Nova R Wealth
Kansas
$577K
WAM
3270
WFA Asset Management
Wisconsin
$577K
LRWA
3271
Long Run Wealth Advisors
New York
$577K
FPCP
3272
Fort Point Capital Partners
California
$575K
MW
3273
Members Wealth
Pennsylvania
$573K
CWM
3274
Chemistry Wealth Management
New York
$570K
VBA
3275
von Borstel & Associates
Oregon
$570K