4,281 hedge funds and large institutions have $503B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,823 increasing their positions, 1,760 reducing their positions, and 139 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 funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.12% less ownership

Funds ownership: 87.88%86.76% (-1.1%)

6% less capital invested

Capital invested by funds: $533B → $503B (-$30.4B)

21% less funds holding in top 10

Funds holding in top 10: 569447 (-122)

Holders
4,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
447
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
PWM
4026
Provident Wealth Management
Tennessee
$216K
MWM
4027
Maltin Wealth Management
New Jersey
$216K
PFS
4028
Prospect Financial Services
New York
$216K
CWMGP
4029
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K
MWA
4030
Monograph Wealth Advisors
California
$215K
TI
4031
TTP Investments
California
$215K
LWA
4032
LifeGoal Wealth Advisors
New York
$214K
SWIM
4033
Smallwood Wealth Investment Management
New Jersey
$214K
CCC
4034
Compass Capital Corp
Massachusetts
$214K
CC
4035
Commons Capital
Massachusetts
$214K
TFG
4036
Taylor Financial Group
Virginia
$214K
CI
4037
Carroll Investors
South Carolina
$214K
HFS
4038
Hopwood Financial Services
Virginia
$214K
CW
4039
Code Waechter
Florida
$214K
EC
4040
Eaton-Cambridge
Arizona
$213K
DJYG
4041
David J. Yvars Group
Florida
$213K
VBFP
4042
Valtinson Bruner Financial Planning
Minnesota
$212K
SFC
4043
Summit Financial Consulting
Michigan
$212K
SICM
4044
Sustainable Insight Capital Management
New York
$211K
BWA
4045
Brave Warrior Advisors
New York
$211K
WFP
4046
Wrenne Financial Planning
Kentucky
$211K
AWC
4047
Adamsbrown Wealth Consultants
Kansas
$210K
RIM
4048
RW Investment Management
Idaho
$210K
AA
4049
ACT Advisors
North Carolina
$210K
SWM
4050
SK Wealth Management
Rhode Island
$210K