4,224 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, 1,732 reducing their positions, and 141 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: 4,3014,224 (-77)

6% less capital invested

Capital invested by funds: $533B → $502B (-$30.9B)

22% less funds holding in top 10

Funds holding in top 10: 566440 (-126)

Holders
4,224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
440
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
WFS
3801
Widmann Financial Services
Maryland
$278K
SFG
3802
Synergy Financial Group
California
$278K
HWMC
3803
Heritage Wealth Management (California)
California
$278K
DW
3804
Durante & Waters
New York
$277K
FH
3805
Financial Harvest
Florida
$277K
PJWM
3806
Philip James Wealth Mangement
Georgia
$277K
CAM
3807
Concorde Asset Management
Michigan
$277K
GSC
3808
G&S Capital
Colorado
$277K
KFS
3809
Keynote Financial Services
Connecticut
$276K
FNBTCON
3810
First National Bank & Trust Co of Newtown
Pennsylvania
$276K
TMWM
3811
Taylor & Morgan Wealth Management
Michigan
$275K
MWPCG
3812
Measured Wealth Private Client Group
New Hampshire
$275K
SCA
3813
Sulzberger Capital Advisors
Florida
$275K
FPW
3814
Fairvoy Private Wealth
Alabama
$275K
SWM
3815
SilverOak Wealth Management
Minnesota
$274K
IF
3816
Ironwood Financial
Arizona
$274K
AMG
3817
Asset Management Group
Connecticut
$274K
ACA
3818
Aspire Capital Advisors
Washington
$274K
EW
3819
Enzi Wealth
Texas
$273K
SM
3820
Salzhauer Michael
$273K
KWM
3821
Kanen Wealth Management
Florida
$273K
MWM
3822
Massachusetts Wealth Management
Massachusetts
$273K
FIM
3823
Fruth Investment Management
Texas
$272K
FDDB
3824
Fidelity D&D Bancorp
Pennsylvania
$271K
JWS
3825
Juncture Wealth Strategies
Arizona
$270K