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
HCM
3751
Hilton Capital Management
New York
$302K
MWM
3752
Marion Wealth Management
Pennsylvania
$302K
ODFS
3753
O'Donnell Financial Services
California
$301K
CFP
3754
Curran Financial Partners
South Carolina
$301K
FDW
3755
Fourth Dimension Wealth
Ohio
$300K
AWM
3756
Abound Wealth Management
Tennessee
$300K
FIM
3757
Freedom Investment Management
Connecticut
$300K
TC
3758
Tacita Capital
Ontario, Canada
$299K
EARNEST Partners
3759
EARNEST Partners
Georgia
$299K
ITB
3760
Idaho Trust Bank
Idaho
$298K
TFA
3761
Trinity Financial Advisors
Ohio
$298K
THCM
3762
Taylor Hoffman Capital Management
Virginia
$297K
RC
3763
Rexford Capital
Texas
$296K
SPP
3764
Single Point Partners
Massachusetts
$296K
TIM
3765
Total Investment Management
Arizona
$296K
AWM
3766
Aegis Wealth Management
Maryland
$296K
API
3767
Asset Planning Inc
California
$295K
AEPWM
3768
Atlantic Edge Private Wealth Management
Florida
$295K
EM
3769
ELCO Management
New York
$295K
DFP
3770
Defined Financial Planning
California
$295K
AAM
3771
AR Asset Management
California
$294K
FNWA
3772
Financial Network Wealth Advisors
Utah
$294K
LCM
3773
Landscape Capital Management
New Jersey
$294K
Dodge & Cox
3774
Dodge & Cox
California
$293K
AWM
3775
Accredited Wealth Management
Kentucky
$293K