4,230 hedge funds and large institutions have $502B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 1,802 increasing their positions, 1,737 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: 4,3014,230 (-71)

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
4,230
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
GA
3551
Greenspring Advisors
Maryland
$398K
CFC
3552
Coyle Financial Counsel
Illinois
$397K
SWM
3553
Silverlake Wealth Management
Vermont
$397K
SEA
3554
Stegent Equity Advisors
Texas
$395K
PFA
3555
Pathway Financial Advisors
Vermont
$395K
MLFP
3556
MPS Loria Financial Planners
Illinois
$393K
CWM
3557
Cedar Wealth Management
California
$392K
CB
3558
Centennial Bank
Arkansas
$391K
EL
3559
Essex LLC
Illinois
$390K
TWA
3560
Tandem Wealth Advisors
Arizona
$389K
QL
3561
Quarry LP
New York
$388K
MAA
3562
Matrix Asset Advisors
New York
$388K
WA
3563
WealthTrust Axiom
Pennsylvania
$388K
EWS
3564
Evergreen Wealth Solutions
Pennsylvania
$387K
IAP
3565
Indie Asset Partners
Indiana
$386K
GWA
3566
Geometric Wealth Advisors
District of Columbia
$386K
PSF
3567
Pacific Sun Financial
California
$383K
PBO
3568
Peoples Bank (Ohio)
Ohio
$383K
AIMC
3569
Alley Investment Management Company
Illinois
$383K
NLWP
3570
Next Level Wealth Planning
Idaho
$383K
FWM
3571
Fortress Wealth Management
California
$383K
TCMP
3572
Thrive Capital Management (Pennsylvania)
Pennsylvania
$382K
WAN
3573
Wealth Advisors Northwest
Oregon
$382K
SWRP
3574
Summit Wealth & Retirement Planning
California
$381K
AF
3575
Abound Financial
California
$380K