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
LFA
4026
Lauterbach Financial Advisors
Texas
$203K
SFSG
4027
Sound Financial Strategies Group
Mississippi
$203K
SWM
4028
Stonebridge Wealth Management
Illinois
$203K
OFS
4029
Oldfather Financial Services
Nebraska
$202K
SWP
4030
ShoreHaven Wealth Partners
New Jersey
$202K
TA
4031
Teramo Advisors
Florida
$202K
CWA
4032
Clarus Wealth Advisors
Arizona
$202K
MSRI
4033
Michael S. Ryan Inc
New York
$201K
WAG
4034
Wiser Advisor Group
Arizona
$201K
SWAG
4035
Spectrum Wealth Advisory Group
California
$200K
PCM
4036
Prelude Capital Management
New York
$200K
CIM
4037
Confluence Investment Management
Missouri
$200K
WWA
4038
Wisconsin Wealth Advisors
Wisconsin
$200K
AWM
4039
Activest Wealth Management
Florida
$196K
WPA
4040
Wealth Preservation Advisors
Tennessee
$195K
T
4041
Tidemark
California
$194K
KFPC
4042
KERR FINANCIAL PLANNING Corp
California
$193K
RS
4043
Rakuten Securities
Japan
$191K
BWM
4044
BKM Wealth Management
Wisconsin
$188K
HC
4045
Hurley Capital
New York
$187K
FCG
4046
Financial Connections Group
California
$182K
IA
4047
IFS Advisors
Kansas
$180K
EPW
4048
Evergreen Private Wealth
Colorado
$179K
TSMHT
4049
Thurston Springer Miller Herd & Titak
Indiana
$178K
BHWM
4050
Bay Harbor Wealth Management
Maryland
$178K