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
3476
LJI Wealth Management
Indiana
$448K
SPI
3477
Sutton Place Investors
New York
$448K
RFO
3478
RiverGlades Family Offices
Florida
$447K
SWM
3479
StoneCrest Wealth Management
Arizona
$447K
LWM
3480
LongView Wealth Management
Georgia
$447K
BIAS
3481
Beacon Investment Advisory Services
New Jersey
$447K
SWM
3482
Sagace Wealth Management
Florida
$447K
TAM
3483
Tucker Asset Management
Colorado
$447K
EPM
3484
Elm Partners Management
Pennsylvania
$446K
AP
3485
Atwood & Palmer
Missouri
$446K
SWIA
3486
Solano Wealth Investment Advisors
California
$446K
CFO
3487
Custos Family Office
Texas
$445K
PA
3488
Prism Advisors
California
$444K
OCM
3489
Orser Capital Management
Texas
$444K
MIM
3490
Martin Investment Management
Florida
$444K
SA
3491
Sylvest Advisors
Texas
$443K
MSWM
3492
McGlone Suttner Wealth Management
Wisconsin
$442K
SFG
3493
Sterling Financial Group
California
$441K
CFG
3494
Carr Financial Group
Massachusetts
$440K
RPGNY
3495
Retirement Planning Group (New York)
New York
$440K
SIM
3496
SSI Investment Management
California
$439K
GWMIA
3497
Global Wealth Management Investment Advisory
Florida
$439K
TDC
3498
Thompson Davis & Co
Virginia
$438K
HFS
3499
Heritage Financial Services
Massachusetts
$438K
CWM
3500
C2C Wealth Management
Arizona
$438K