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
TCM
3726
Thoma Capital Management
Maryland
$327K
MPW
3727
Magnolia Private Wealth
Pennsylvania
$327K
OGF
3728
Orin Green Financial
California
$326K
TT
3729
TI-Trust
Illinois
$326K
AFA
3730
Allium Financial Advisors
Oregon
$325K
MFS
3731
Madrona Financial Services
Washington
$325K
PWA
3732
Phoenix Wealth Advisors
North Carolina
$324K
VCWA
3733
Vanguard Capital Wealth Advisors
Colorado
$324K
BBWA
3734
Bell & Brown Wealth Advisors
California
$324K
FSA
3735
Franklin Street Advisors
North Carolina
$324K
MWM
3736
Melfa Wealth Management
Massachusetts
$323K
PA
3737
Planning Alternatives
Michigan
$323K
KSWWM
3738
Keyes Stange & Wooten Wealth Management
Florida
$322K
Betterment LLC
3739
Betterment LLC
New York
$322K
IW
3740
Instrumental Wealth
Florida
$322K
AAS
3741
AdviceOne Advisory Services
Connecticut
$321K
AIA
3742
Accelerate Investment Advisors
California
$320K
TIM
3743
Tortoise Investment Management
New York
$320K
MPM
3744
Meritage Portfolio Management
Kansas
$319K
SO
3745
Sierra Ocean
California
$319K
WJA
3746
Willis Johnson & Associates
Texas
$318K
PWM
3747
Partners Wealth Management
California
$318K
IG
3748
IFS Group
Pennsylvania
$317K
WWMSC
3749
Wagner Wealth Management (South Carolina)
South Carolina
$317K
FGI
3750
Foresight Global Investors
New York
$315K