4,281 hedge funds and large institutions have $503B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,823 increasing their positions, 1,760 reducing their positions, and 139 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 funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.12% less ownership

Funds ownership: 87.88%86.76% (-1.1%)

6% less capital invested

Capital invested by funds: $533B → $503B (-$30.4B)

21% less funds holding in top 10

Funds holding in top 10: 569447 (-122)

Holders
4,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
447
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
SWM
3501
Sagace Wealth Management
Florida
$447K
TAM
3502
Tucker Asset Management
Colorado
$447K
EPM
3503
Elm Partners Management
Pennsylvania
$446K
AP
3504
Atwood & Palmer
Missouri
$446K
SWIA
3505
Solano Wealth Investment Advisors
California
$446K
CFO
3506
Custos Family Office
Texas
$445K
OCM
3507
Orser Capital Management
Texas
$444K
PA
3508
Prism Advisors
California
$444K
MIM
3509
Martin Investment Management
Florida
$444K
SA
3510
Sylvest Advisors
Texas
$443K
MSWM
3511
McGlone Suttner Wealth Management
Wisconsin
$442K
SFG
3512
Sterling Financial Group
California
$441K
CFG
3513
Carr Financial Group
Massachusetts
$440K
RPGNY
3514
Retirement Planning Group (New York)
New York
$440K
SIM
3515
SSI Investment Management
California
$439K
GWMIA
3516
Global Wealth Management Investment Advisory
Florida
$439K
TDC
3517
Thompson Davis & Co
Virginia
$438K
SA
3518
Scarborough Advisors
Maryland
$438K
HFS
3519
Heritage Financial Services
Massachusetts
$438K
CWM
3520
C2C Wealth Management
Arizona
$438K
SW
3521
SMART Wealth
Nebraska
$436K
UBG
3522
United Bank (Georgia)
Georgia
$436K
PAG
3523
Powers Advisory Group
Illinois
$436K
KFC
3524
Klingenstein Fields & Co
New York
$436K
SR
3525
Syntax Research
Florida
$434K