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
MWM
3976
Maltin Wealth Management
New Jersey
$216K
PFS
3977
Prospect Financial Services
New York
$216K
CWMGP
3978
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K
MWA
3979
Monograph Wealth Advisors
California
$215K
TI
3980
TTP Investments
California
$215K
LWA
3981
LifeGoal Wealth Advisors
New York
$214K
SWIM
3982
Smallwood Wealth Investment Management
New Jersey
$214K
CCC
3983
Compass Capital Corp
Massachusetts
$214K
CC
3984
Commons Capital
Massachusetts
$214K
CI
3985
Carroll Investors
South Carolina
$214K
TFG
3986
Taylor Financial Group
Virginia
$214K
HFS
3987
Hopwood Financial Services
Virginia
$214K
CW
3988
Code Waechter
Florida
$214K
EC
3989
Eaton-Cambridge
Arizona
$213K
DJYG
3990
David J. Yvars Group
Florida
$213K
VBFP
3991
Valtinson Bruner Financial Planning
Minnesota
$212K
SFC
3992
Summit Financial Consulting
Michigan
$212K
SICM
3993
Sustainable Insight Capital Management
New York
$211K
BWA
3994
Brave Warrior Advisors
New York
$211K
WFP
3995
Wrenne Financial Planning
Kentucky
$211K
AWC
3996
Adamsbrown Wealth Consultants
Kansas
$210K
RIM
3997
RW Investment Management
Idaho
$210K
AA
3998
ACT Advisors
North Carolina
$210K
SWM
3999
SK Wealth Management
Rhode Island
$210K
SFO
4000
Standard Family Office
South Dakota
$209K