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
WP
3801
Wealthspan Partners
Iowa
$282K
EF
3802
Exeter Financial
Arizona
$282K
HAS
3803
Holland Advisory Services
Florida
$281K
MF
3804
Meridian Financial
Massachusetts
$281K
CKAIS
3805
Christensen King & Associates Investment Services
Washington
$281K
BA
3806
Ballew Advisors
Mississippi
$280K
DWA
3807
Delap Wealth Advisory
Oregon
$280K
KL
3808
KWMG LLC
Kansas
$280K
GFM
3809
GF Fund Management
China
$279K
RSA
3810
River Street Advisors
Illinois
$279K
WCM
3811
Warburton Capital Management
Oklahoma
$279K
MCM
3812
MontVue Capital Management
Virginia
$279K
WFS
3813
Widmann Financial Services
Maryland
$278K
SFG
3814
Synergy Financial Group
California
$278K
HWMC
3815
Heritage Wealth Management (California)
California
$278K
DW
3816
Durante & Waters
New York
$277K
FH
3817
Financial Harvest
Florida
$277K
PJWM
3818
Philip James Wealth Mangement
Georgia
$277K
CAM
3819
Concorde Asset Management
Michigan
$277K
GSC
3820
G&S Capital
Colorado
$277K
KFS
3821
Keynote Financial Services
Connecticut
$276K
FNBTCON
3822
First National Bank & Trust Co of Newtown
Pennsylvania
$276K
TMWM
3823
Taylor & Morgan Wealth Management
Michigan
$275K
MWPCG
3824
Measured Wealth Private Client Group
New Hampshire
$275K
SCA
3825
Sulzberger Capital Advisors
Florida
$275K