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
BFP
4326
Briaud Financial Planning
Texas
BWG
4327
Beta Wealth Group
California
OPWM
4328
Oxinas Partners Wealth Management
Indiana
EI
4329
eCIO Inc
Wisconsin
MCM
4330
Marathon Capital Management
Maryland
IPW
4331
IronBridge Private Wealth
Texas
WAG
4332
Wheelhouse Advisory Group
Missouri
SWA
4333
ShankerValleau Wealth Advisors
Illinois
MSWMA
4334
Market Street Wealth Management Advisors
Indiana
RI
4335
Rinkey Investments
California
GCWM
4336
Graham Capital Wealth Management
District of Columbia
AWM
4337
Altus Wealth Management
Kentucky
WA
4338
Wealthstar Advisors
Texas
IFA
4339
Independence Financial Advisors
New Hampshire
KLI
4340
Kelman-Lazarov Inc
Tennessee
MWM
4341
MorganRosel Wealth Management
Colorado
T
4342
Transce3nd
Texas
KWM
4343
Kiker Wealth Management
Georgia
CCM
4344
Carderock Capital Management
Maryland
WTFG
4345
Wood Tarver Financial Group
Idaho
LFA
4346
Legend Financial Advisors
Pennsylvania
MS
4347
Marshall & Sullivan
Washington
T2I
4348
Turim 21 Investimentos
Brazil
SCP
4349
Silverleafe Capital Partners
Tennessee
MCI
4350
MRP Capital Investments
Georgia