4,235 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, 1,803 increasing their positions, 1,739 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:

2% less funds holding

Funds holding: 4,3014,235 (-66)

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
4,235
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
SA
3476
Sylvest Advisors
Texas
$443K
MSWM
3477
McGlone Suttner Wealth Management
Wisconsin
$442K
SFG
3478
Sterling Financial Group
California
$441K
CFG
3479
Carr Financial Group
Massachusetts
$440K
RPGNY
3480
Retirement Planning Group (New York)
New York
$440K
SIM
3481
SSI Investment Management
California
$439K
GWMIA
3482
Global Wealth Management Investment Advisory
Florida
$439K
TDC
3483
Thompson Davis & Co
Virginia
$438K
HFS
3484
Heritage Financial Services
Massachusetts
$438K
CWM
3485
C2C Wealth Management
Arizona
$438K
SW
3486
SMART Wealth
Nebraska
$436K
UBG
3487
United Bank (Georgia)
Georgia
$436K
PAG
3488
Powers Advisory Group
Illinois
$436K
KFC
3489
Klingenstein Fields & Co
New York
$436K
SR
3490
Syntax Research
Florida
$434K
WFA
3491
WMG Financial Advisors
Tennessee
$434K
EIP
3492
Ellis Investment Partners
Pennsylvania
$433K
MBI
3493
May Barnhard Investments
Maryland
$431K
SN
3494
Sittner & Nelson
Oregon
$431K
LOAMU
3495
Lombard Odier Asset Management (USA)
New York
$430K
GWM
3496
GSB Wealth Management
Connecticut
$430K
FA
3497
Fortis Advisors
Pennsylvania
$428K
FFG
3498
Fortem Financial Group
California
$427K
ACM
3499
Ascent Capital Management
Oregon
$427K
VI
3500
VanderPol Investments
Michigan
$426K