4,253 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: 4,3074,253 (-54)

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
4,253
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
SFG
3826
Synergy Financial Group
California
$278K
HWMC
3827
Heritage Wealth Management (California)
California
$278K
DW
3828
Durante & Waters
New York
$277K
FH
3829
Financial Harvest
Florida
$277K
PJWM
3830
Philip James Wealth Mangement
Georgia
$277K
CAM
3831
Concorde Asset Management
Michigan
$277K
GSC
3832
G&S Capital
Colorado
$277K
KFS
3833
Keynote Financial Services
Connecticut
$276K
FNBTCON
3834
First National Bank & Trust Co of Newtown
Pennsylvania
$276K
TMWM
3835
Taylor & Morgan Wealth Management
Michigan
$275K
MWPCG
3836
Measured Wealth Private Client Group
New Hampshire
$275K
SCA
3837
Sulzberger Capital Advisors
Florida
$275K
FPW
3838
Fairvoy Private Wealth
Alabama
$275K
SWM
3839
SilverOak Wealth Management
Minnesota
$274K
IF
3840
Ironwood Financial
Arizona
$274K
AMG
3841
Asset Management Group
Connecticut
$274K
ACA
3842
Aspire Capital Advisors
Washington
$274K
EW
3843
Enzi Wealth
Texas
$273K
SM
3844
Salzhauer Michael
$273K
KWM
3845
Kanen Wealth Management
Florida
$273K
MWM
3846
Massachusetts Wealth Management
Massachusetts
$273K
FIM
3847
Fruth Investment Management
Texas
$272K
FDDB
3848
Fidelity D&D Bancorp
Pennsylvania
$271K
JWS
3849
Juncture Wealth Strategies
Arizona
$270K
WF
3850
WinCap Financial
Massachusetts
$270K