4,228 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, 1,735 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:

2% less funds holding

Funds holding: 4,3014,228 (-73)

6% less capital invested

Capital invested by funds: $533B → $502B (-$30.4B)

22% less funds holding in top 10

Funds holding in top 10: 566442 (-124)

Holders
4,228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
442
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
SC
4326
Schubert & Co
Texas
DC
4327
Defender Capital
North Carolina
PRS
4328
Pinkerton Retirement Specialists
Idaho
LWM
4329
Latko Wealth Management
Illinois
BFP
4330
Briaud Financial Planning
Texas
BWG
4331
Beta Wealth Group
California
OPWM
4332
Oxinas Partners Wealth Management
Indiana
EI
4333
eCIO Inc
Wisconsin
MCM
4334
Marathon Capital Management
Maryland
IPW
4335
IronBridge Private Wealth
Texas
WAG
4336
Wheelhouse Advisory Group
Missouri
SWA
4337
ShankerValleau Wealth Advisors
Illinois
MSWMA
4338
Market Street Wealth Management Advisors
Indiana
RI
4339
Rinkey Investments
California
GCWM
4340
Graham Capital Wealth Management
District of Columbia
AWM
4341
Altus Wealth Management
Kentucky
WA
4342
Wealthstar Advisors
Texas
IFA
4343
Independence Financial Advisors
New Hampshire
KLI
4344
Kelman-Lazarov Inc
Tennessee
MWM
4345
MorganRosel Wealth Management
Colorado
T
4346
Transce3nd
Texas
KWM
4347
Kiker Wealth Management
Georgia
CCM
4348
Carderock Capital Management
Maryland
WTFG
4349
Wood Tarver Financial Group
Idaho
LFA
4350
Legend Financial Advisors
Pennsylvania