4,239 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, 1,741 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: 4,3014,239 (-62)

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
4,239
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
CFO
3476
Custos Family Office
Texas
$445K
OCM
3477
Orser Capital Management
Texas
$444K
PA
3478
Prism Advisors
California
$444K
MIM
3479
Martin Investment Management
Florida
$444K
SA
3480
Sylvest Advisors
Texas
$443K
MSWM
3481
McGlone Suttner Wealth Management
Wisconsin
$442K
SFG
3482
Sterling Financial Group
California
$441K
CFG
3483
Carr Financial Group
Massachusetts
$440K
RPGNY
3484
Retirement Planning Group (New York)
New York
$440K
SIM
3485
SSI Investment Management
California
$439K
GWMIA
3486
Global Wealth Management Investment Advisory
Florida
$439K
TDC
3487
Thompson Davis & Co
Virginia
$438K
HFS
3488
Heritage Financial Services
Massachusetts
$438K
CWM
3489
C2C Wealth Management
Arizona
$438K
SW
3490
SMART Wealth
Nebraska
$436K
UBG
3491
United Bank (Georgia)
Georgia
$436K
PAG
3492
Powers Advisory Group
Illinois
$436K
KFC
3493
Klingenstein Fields & Co
New York
$436K
SR
3494
Syntax Research
Florida
$434K
WFA
3495
WMG Financial Advisors
Tennessee
$434K
EIP
3496
Ellis Investment Partners
Pennsylvania
$433K
MBI
3497
May Barnhard Investments
Maryland
$431K
SN
3498
Sittner & Nelson
Oregon
$431K
LOAMU
3499
Lombard Odier Asset Management (USA)
New York
$430K
GWM
3500
GSB Wealth Management
Connecticut
$430K