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 (-$30.8B)

22% less funds holding in top 10

Funds holding in top 10: 567445 (-122)

Holders
4,254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
445
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
LWM
3326
Lakeridge Wealth Management
Ohio
$543K
MWM
3327
MBE Wealth Management
Wisconsin
$542K
HA
3328
Hofer & Associates
California
$542K
SCA
3329
Sippican Capital Advisors
Massachusetts
$542K
CWA
3330
CM Wealth Advisors
Ohio
$541K
CICC
3331
Capital Investment Counsel (Colorado)
Colorado
$540K
AGAM
3332
Audent Global Asset Management
California
$540K
FLP
3333
Financial Life Planners
Arizona
$539K
OC
3334
Oarsman Capital
Wisconsin
$538K
RFA
3335
Reyes Financial Architecture
California
$536K
WMN
3336
Wealth Management Nebraska
Nebraska
$536K
RWM
3337
RKL Wealth Management
Pennsylvania
$536K
FFC
3338
Frederick Financial Consultants
Maryland
$535K
PS
3339
Planned Solutions
California
$535K
CWMS
3340
Cannon Wealth Management Services
North Carolina
$533K
MWM
3341
Mascoma Wealth Management
New Hampshire
$533K
EA
3342
Echo45 Advisors
California
$532K
CFA
3343
Capstone Financial Advisors
Illinois
$531K
ABTD
3344
Arvest Bank Trust Division
Oklahoma
$531K
APM
3345
a16z Perennial Management
California
$529K
PWA
3346
Physician Wealth Advisors
Utah
$529K
MHR
3347
Matthew Hamilton Rosenberg
$529K
FWM
3348
Fonville Wealth Management
Virginia
$526K
BCMLT
3349
Beacon Capital Management LLC (Tennessee)
Tennessee
$526K
CCG
3350
Catalina Capital Group
California
$526K