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
SC
4351
Schubert & Co
Texas
DC
4352
Defender Capital
North Carolina
PRS
4353
Pinkerton Retirement Specialists
Idaho
LWM
4354
Latko Wealth Management
Illinois
BFP
4355
Briaud Financial Planning
Texas
BWG
4356
Beta Wealth Group
California
OPWM
4357
Oxinas Partners Wealth Management
Indiana
EI
4358
eCIO Inc
Wisconsin
MCM
4359
Marathon Capital Management
Maryland
IPW
4360
IronBridge Private Wealth
Texas
WAG
4361
Wheelhouse Advisory Group
Missouri
SWA
4362
ShankerValleau Wealth Advisors
Illinois
MSWMA
4363
Market Street Wealth Management Advisors
Indiana
RI
4364
Rinkey Investments
California
GCWM
4365
Graham Capital Wealth Management
District of Columbia
AWM
4366
Altus Wealth Management
Kentucky
WA
4367
Wealthstar Advisors
Texas
IFA
4368
Independence Financial Advisors
New Hampshire
KLI
4369
Kelman-Lazarov Inc
Tennessee
MWM
4370
MorganRosel Wealth Management
Colorado
T
4371
Transce3nd
Texas
KWM
4372
Kiker Wealth Management
Georgia
CCM
4373
Carderock Capital Management
Maryland
LFA
4374
Legend Financial Advisors
Pennsylvania
WTFG
4375
Wood Tarver Financial Group
Idaho