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
SIM
4051
Synergy Investment Management
Florida
$204K
BC
4052
Barrett & Company
Rhode Island
$204K
LFA
4053
Lauterbach Financial Advisors
Texas
$203K
SFSG
4054
Sound Financial Strategies Group
Mississippi
$203K
SWM
4055
Stonebridge Wealth Management
Illinois
$203K
OFS
4056
Oldfather Financial Services
Nebraska
$202K
SWP
4057
ShoreHaven Wealth Partners
New Jersey
$202K
TA
4058
Teramo Advisors
Florida
$202K
CWA
4059
Clarus Wealth Advisors
Arizona
$202K
MSRI
4060
Michael S. Ryan Inc
New York
$201K
WAG
4061
Wiser Advisor Group
Arizona
$201K
SWAG
4062
Spectrum Wealth Advisory Group
California
$200K
PCM
4063
Prelude Capital Management
New York
$200K
CIM
4064
Confluence Investment Management
Missouri
$200K
WWA
4065
Wisconsin Wealth Advisors
Wisconsin
$200K
AWM
4066
Activest Wealth Management
Florida
$196K
WPA
4067
Wealth Preservation Advisors
Tennessee
$195K
T
4068
Tidemark
California
$194K
KFP
4069
Kerr Financial Planning
California
$193K
RS
4070
Rakuten Securities
Japan
$191K
BWM
4071
BKM Wealth Management
Wisconsin
$188K
HC
4072
Hurley Capital
New York
$187K
FCG
4073
Financial Connections Group
California
$182K
IA
4074
IFS Advisors
Kansas
$180K
EPW
4075
Evergreen Private Wealth
Colorado
$179K