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
HC
3701
Headland Capital
South Carolina
$329K
SC
3702
Summa Corp
Texas
$329K
ASC
3703
Atalanta Sosnoff Capital
New York
$328K
HWMG
3704
Hurlow Wealth Management Group
Indiana
$327K
PAM
3705
Prodigy Asset Management
Nebraska
$327K
TCM
3706
Thoma Capital Management
Maryland
$327K
MPW
3707
Magnolia Private Wealth
Pennsylvania
$327K
OGF
3708
Orin Green Financial
California
$326K
TT
3709
TI-Trust
Illinois
$326K
AFA
3710
Allium Financial Advisors
Oregon
$325K
MFS
3711
Madrona Financial Services
Washington
$325K
PWA
3712
Phoenix Wealth Advisors
North Carolina
$324K
VCWA
3713
Vanguard Capital Wealth Advisors
Colorado
$324K
BBWA
3714
Bell & Brown Wealth Advisors
California
$324K
FSA
3715
Franklin Street Advisors
North Carolina
$324K
MWM
3716
Melfa Wealth Management
Massachusetts
$323K
PA
3717
Planning Alternatives
Michigan
$323K
KSWWM
3718
Keyes Stange & Wooten Wealth Management
Florida
$322K
Betterment LLC
3719
Betterment LLC
New York
$322K
IW
3720
Instrumental Wealth
Florida
$322K
AAS
3721
AdviceOne Advisory Services
Connecticut
$321K
AIA
3722
Accelerate Investment Advisors
California
$320K
TIM
3723
Tortoise Investment Management
New York
$320K
MPM
3724
Meritage Portfolio Management
Kansas
$319K
SO
3725
Sierra Ocean
California
$319K