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
BC
4076
Barrett & Company
Rhode Island
$204K
LFA
4077
Lauterbach Financial Advisors
Texas
$203K
SFSG
4078
Sound Financial Strategies Group
Mississippi
$203K
SWM
4079
Stonebridge Wealth Management
Illinois
$203K
OFS
4080
Oldfather Financial Services
Nebraska
$202K
SWP
4081
ShoreHaven Wealth Partners
New Jersey
$202K
TA
4082
Teramo Advisors
Florida
$202K
CWA
4083
Clarus Wealth Advisors
Arizona
$202K
MSRI
4084
Michael S. Ryan Inc
New York
$201K
WAG
4085
Wiser Advisor Group
Arizona
$201K
SWAG
4086
Spectrum Wealth Advisory Group
California
$200K
PCM
4087
Prelude Capital Management
New York
$200K
CIM
4088
Confluence Investment Management
Missouri
$200K
WWA
4089
Wisconsin Wealth Advisors
Wisconsin
$200K
AWM
4090
Activest Wealth Management
Florida
$196K
WPA
4091
Wealth Preservation Advisors
Tennessee
$195K
T
4092
Tidemark
California
$194K
KFP
4093
Kerr Financial Planning
California
$193K
RS
4094
Rakuten Securities
Japan
$191K
BWM
4095
BKM Wealth Management
Wisconsin
$188K
HC
4096
Hurley Capital
New York
$187K
FCG
4097
Financial Connections Group
California
$182K
IA
4098
IFS Advisors
Kansas
$180K
EPW
4099
Evergreen Private Wealth
Colorado
$179K
TSMHT
4100
Thurston Springer Miller Herd & Titak
Indiana
$178K