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
CFP
4001
Comprehensive Financial Planning
Pennsylvania
$209K
OAJ
4002
Ogorek Anthony Joseph
New York
$208K
PCML
4003
Payne Capital Management, LLC
New York
$208K
KBFS
4004
Kohmann Bosshard Financial Services
Ohio
$208K
NA
4005
Note Advisors
New York
$208K
FAM
4006
Flaharty Asset Management
Florida
$207K
SFS
4007
Security Financial Services
Indiana
$207K
DWS
4008
Dynamic Wealth Strategies
California
$207K
JF
4009
Joule Financial
Kentucky
$207K
AWMNY
4010
Arcadia Wealth Management (New York)
New York
$207K
DWM
4011
Daner Wealth Management
Georgia
$207K
KA
4012
Kooman & Associates
Pennsylvania
$206K
SI
4013
Stonekeep Investments
New Mexico
$205K
WAM
4014
Wilsey Asset Management
California
$205K
FCMT
4015
Founders Capital Management (Texas)
Texas
$205K
BWM
4016
Bosman Wealth Management
California
$205K
PFA
4017
Pettinga Financial Advisors
Indiana
$205K
TA
4018
Townsend & Associates
Colorado
$204K
RIA
4019
RPG Investment Advisory
California
$204K
RA
4020
Rodgers & Associates
Pennsylvania
$204K
AWM
4021
Adams Wealth Management
Utah
$204K
CI
4022
CacheTech Inc
Utah
$204K
PS
4023
Pinney & Scofield
Massachusetts
$204K
SIM
4024
Synergy Investment Management
Florida
$204K
BC
4025
Barrett & Company
Rhode Island
$204K