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
SWM
4026
SK Wealth Management
Rhode Island
$210K
SFO
4027
Standard Family Office
South Dakota
$209K
CFP
4028
Comprehensive Financial Planning
Pennsylvania
$209K
OAJ
4029
Ogorek Anthony Joseph
New York
$208K
PCM
4030
Payne Capital Management
New York
$208K
KBFS
4031
Kohmann Bosshard Financial Services
Ohio
$208K
NA
4032
Note Advisors
New York
$208K
FAM
4033
Flaharty Asset Management
Florida
$207K
SFS
4034
Security Financial Services
Indiana
$207K
DWS
4035
Dynamic Wealth Strategies
California
$207K
JF
4036
Joule Financial
Kentucky
$207K
AWMNY
4037
Arcadia Wealth Management (New York)
New York
$207K
DWM
4038
Daner Wealth Management
Georgia
$207K
KA
4039
Kooman & Associates
Pennsylvania
$206K
SI
4040
Stonekeep Investments
New Mexico
$205K
WAM
4041
Wilsey Asset Management
California
$205K
FCMT
4042
Founders Capital Management (Texas)
Texas
$205K
BWM
4043
Bosman Wealth Management
California
$205K
PFA
4044
Pettinga Financial Advisors
Indiana
$205K
TA
4045
Townsend & Associates
Colorado
$204K
RIA
4046
RPG Investment Advisory
California
$204K
RA
4047
Rodgers & Associates
Pennsylvania
$204K
AWM
4048
Adams Wealth Management
Utah
$204K
CI
4049
CacheTech Inc
Utah
$204K
PS
4050
Pinney & Scofield
Massachusetts
$204K