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
KW
4001
Keyvantage Wealth
Pennsylvania
$216K
PWM
4002
Provident Wealth Management
Tennessee
$216K
MWM
4003
Maltin Wealth Management
New Jersey
$216K
PFS
4004
Prospect Financial Services
New York
$216K
CWMGP
4005
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K
MWA
4006
Monograph Wealth Advisors
California
$215K
TI
4007
TTP Investments
California
$215K
LWA
4008
LifeGoal Wealth Advisors
New York
$214K
SWIM
4009
Smallwood Wealth Investment Management
New Jersey
$214K
CCC
4010
Compass Capital Corp
Massachusetts
$214K
CC
4011
Commons Capital
Massachusetts
$214K
CI
4012
Carroll Investors
South Carolina
$214K
TFG
4013
Taylor Financial Group
Virginia
$214K
HFS
4014
Hopwood Financial Services
Virginia
$214K
CW
4015
Code Waechter
Florida
$214K
EC
4016
Eaton-Cambridge
Arizona
$213K
DJYG
4017
David J. Yvars Group
Florida
$213K
VBFP
4018
Valtinson Bruner Financial Planning
Minnesota
$212K
SFC
4019
Summit Financial Consulting
Michigan
$212K
SICM
4020
Sustainable Insight Capital Management
New York
$211K
BWA
4021
Brave Warrior Advisors
New York
$211K
WFP
4022
Wrenne Financial Planning
Kentucky
$211K
AWC
4023
Adamsbrown Wealth Consultants
Kansas
$210K
RIM
4024
RW Investment Management
Idaho
$210K
AA
4025
ACT Advisors
North Carolina
$210K