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
CWAF
3276
Core Wealth Advisors (Florida)
Florida
$590K
LWM
3277
LeConte Wealth Management
Tennessee
$589K
BL
3278
Balentine LLC
Georgia
$588K
DWM
3279
Defined Wealth Management
Oregon
$587K
VIPI
3280
Vista Investment Partners II
Indiana
$587K
WAOTB
3281
Wealth Advisors of Tampa Bay
Florida
$586K
JWM
3282
JPL Wealth Management
Colorado
$584K
SCM
3283
Sunbeam Capital Management
Georgia
$584K
WF
3284
Wayfinding Financial
Washington
$584K
BAM
3285
Bosun Asset Management
Illinois
$584K
RFN
3286
Redwood Financial Network
Ohio
$584K
CFO
3287
Collective Family Office
Pennsylvania
$582K
FSA
3288
Financial Security Advisor
Virginia
$580K
EWS
3289
Eagle Wealth Strategies
New Jersey
$580K
JEST
3290
JTC Employer Solutions Trustee
Jersey
$580K
SRC
3291
Shufro Rose & Co
New York
$580K
EW
3292
Element Wealth
Mississippi
$579K
FWM
3293
Focused Wealth Management
New York
$578K
NRW
3294
Nova R Wealth
Kansas
$577K
WAM
3295
WFA Asset Management
Wisconsin
$577K
LRWA
3296
Long Run Wealth Advisors
New York
$577K
FPCP
3297
Fort Point Capital Partners
California
$575K
MW
3298
Members Wealth
Pennsylvania
$573K
CWM
3299
Chemistry Wealth Management
New York
$570K
VBA
3300
von Borstel & Associates
Oregon
$570K