4,226 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, 1,733 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: 4,3014,226 (-75)

6% less capital invested

Capital invested by funds: $533B → $502B (-$30.4B)

22% less funds holding in top 10

Funds holding in top 10: 566441 (-125)

Holders
4,226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
441
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
TIM
3701
Tortoise Investment Management
New York
$320K
MPM
3702
Meritage Portfolio Management
Kansas
$319K
SO
3703
Sierra Ocean
California
$319K
WJA
3704
Willis Johnson & Associates
Texas
$318K
PWM
3705
Partners Wealth Management
California
$318K
IG
3706
IFS Group
Pennsylvania
$317K
WWM
3707
Wagner Wealth Management
South Carolina
$317K
FGI
3708
Foresight Global Investors
New York
$315K
UFPG
3709
United Financial Planning Group
New York
$315K
RWM
3710
Rialto Wealth Management
New York
$315K
AWM
3711
Apex Wealth Management
New Hampshire
$315K
JTWM
3712
Jackson Thornton Wealth Management
Alabama
$314K
SI
3713
Sava Infond
Slovenia
$314K
SFC
3714
Swisher Financial Concepts
Ohio
$314K
ACM
3715
Ardent Capital Management
Ohio
$313K
ACM
3716
Andina Capital Management
Utah
$312K
JLBC
3717
J.L. Bainbridge & Co
Florida
$310K
VI
3718
Versor Investments
New York
$309K
PGA
3719
Portland Global Advisors
Maine
$309K
IF
3720
IRON Financial
Illinois
$309K
SBF
3721
Sara-Bay Financial
Florida
$308K
SC
3722
Schulhoff & Co
Ohio
$307K
GB
3723
Goepper Burkhardt
South Carolina
$307K
GC
3724
Grange Capital
Oregon
$307K
FWA
3725
Flagship Wealth Advisors
Massachusetts
$307K