4,241 hedge funds and large institutions have $502B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,804 increasing their positions, 1,742 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: 4,3014,241 (-60)

6% less capital invested

Capital invested by funds: $533B → $502B (-$30.4B)

22% less funds holding in top 10

Funds holding in top 10: 566443 (-123)

Holders
4,241
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
3301
Centennial Wealth Advisory
Michigan
$555K
TPWA
3302
Twin Peaks Wealth Advisors
California
$555K
LJHT
3303
Laurie J. Hall Trustee
$553K
LBC
3304
Leigh Baldwin & Co
New York
$553K
PPW
3305
Pasadena Private Wealth
California
$552K
CAGAS
3306
Capital Advisory Group Advisory Services
Minnesota
$552K
AW
3307
Avion Wealth
Texas
$552K
RE
3308
Rydar Equities
Texas
$550K
CL
3309
CIM LLC
New York
$549K
PA
3310
Probity Advisors
Texas
$549K
RC
3311
Rovin Capital
Arizona
$549K
GPW
3312
Gentry Private Wealth
Kansas
$547K
MFG
3313
Midwest Financial Group
Kansas
$547K
PWP
3314
Precedent Wealth Partners
Texas
$546K
OCM
3315
Orleans Capital Management
Louisiana
$546K
EFI
3316
EHP Funds Inc
Canada
$546K
MQWP
3317
Morey & Quinn Wealth Partners
Nebraska
$543K
LWM
3318
Lakeridge Wealth Management
Ohio
$543K
MWM
3319
MBE Wealth Management
Wisconsin
$542K
HA
3320
Hofer & Associates
California
$542K
SCA
3321
Sippican Capital Advisors
Massachusetts
$542K
CWA
3322
CM Wealth Advisors
Ohio
$541K
CICC
3323
Capital Investment Counsel (Colorado)
Colorado
$540K
AGAM
3324
Audent Global Asset Management
California
$540K
FLP
3325
Financial Life Planners
Arizona
$539K