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
CTWM
4076
Cherry Tree Wealth Management
Minnesota
$135K
PWMG
4077
Private Wealth Management Group
New Jersey
$130K
IRC
4078
Investors Research Corp
Georgia
$126K
HHMI
4079
Howard Hughes Medical Institute
Maryland
$125K
MAM
4080
Meeder Asset Management
Ohio
$124K
GG
4081
Gleason Group
Kentucky
$120K
HWP
4082
Highline Wealth Partners
California
$120K
VWA
4083
Valued Wealth Advisors
Utah
$120K
W
4084
WealthCollab
Washington
$117K
MFG
4085
Mendota Financial Group
Wisconsin
$116K
RBC
4086
Roble Belko & Company
Pennsylvania
$115K
Q1WB
4087
Quest 10 Wealth Builders
Virginia
$115K
DPW
4088
DiNuzzo Private Wealth
Pennsylvania
$112K
CCMI
4089
Creative Capital Management Investments
California
$111K
BHWM
4090
Beaird Harris Wealth Management
Texas
$109K
CMA
4091
Cedar Mountain Advisors
Oregon
$108K
AP
4092
Aspect Partners
Virginia
$105K
BTC
4093
Bank & Trust Company
Illinois
$104K
NCM
4094
Northwest Capital Management
Oregon
$103K
FM
4095
Freemont Management
Switzerland
$102K
FFA
4096
Frazier Financial Advisors
Ohio
$99.5K
HFS
4097
Hughes Financial Services
Virginia
$98.2K
BFS
4098
Burkett Financial Services
South Carolina
$97.1K
APW
4099
Atlantic Private Wealth
North Carolina
$96.3K
MS
4100
Mizuho Securities
Japan
$95.6K