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
PWA
3701
Phoenix Wealth Advisors
North Carolina
$324K
VCWA
3702
Vanguard Capital Wealth Advisors
Colorado
$324K
BBWA
3703
Bell & Brown Wealth Advisors
California
$324K
FSA
3704
Franklin Street Advisors
North Carolina
$324K
MWM
3705
Melfa Wealth Management
Massachusetts
$323K
PA
3706
Planning Alternatives
Michigan
$323K
KSWWM
3707
Keyes Stange & Wooten Wealth Management
Florida
$322K
Betterment LLC
3708
Betterment LLC
New York
$322K
IW
3709
Instrumental Wealth
Florida
$322K
AAS
3710
AdviceOne Advisory Services
Connecticut
$321K
AIA
3711
Accelerate Investment Advisors
California
$320K
TIM
3712
Tortoise Investment Management
New York
$320K
MPM
3713
Meritage Portfolio Management
Kansas
$319K
SO
3714
Sierra Ocean
California
$319K
WJA
3715
Willis Johnson & Associates
Texas
$318K
PWM
3716
Partners Wealth Management
California
$318K
IG
3717
IFS Group
Pennsylvania
$317K
WWM
3718
Wagner Wealth Management
South Carolina
$317K
FGI
3719
Foresight Global Investors
New York
$315K
UFPG
3720
United Financial Planning Group
New York
$315K
RWM
3721
Rialto Wealth Management
New York
$315K
AWM
3722
Apex Wealth Management
New Hampshire
$315K
JTWM
3723
Jackson Thornton Wealth Management
Alabama
$314K
SI
3724
Sava Infond
Slovenia
$314K
SFC
3725
Swisher Financial Concepts
Ohio
$314K