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
WMWM
4376
Whitaker-Myers Wealth Managers
Ohio
BW
4377
Balance Wealth
Ohio
SC
4378
Schubert & Co
Texas
DC
4379
Defender Capital
North Carolina
PRS
4380
Pinkerton Retirement Specialists
Idaho
LWM
4381
Latko Wealth Management
Illinois
BFP
4382
Briaud Financial Planning
Texas
BWG
4383
Beta Wealth Group
California
OPWM
4384
Oxinas Partners Wealth Management
Indiana
EI
4385
eCIO Inc
Wisconsin
MCM
4386
Marathon Capital Management
Maryland
IPW
4387
IronBridge Private Wealth
Texas
WAG
4388
Wheelhouse Advisory Group
Missouri
SWA
4389
ShankerValleau Wealth Advisors
Illinois
MSWMA
4390
Market Street Wealth Management Advisors
Indiana
RI
4391
Rinkey Investments
California
GCWM
4392
Graham Capital Wealth Management
District of Columbia
AWM
4393
Altus Wealth Management
Kentucky
WA
4394
Wealthstar Advisors
Texas
IFA
4395
Independence Financial Advisors
New Hampshire
KLI
4396
Kelman-Lazarov Inc
Tennessee
MWM
4397
MorganRosel Wealth Management
Colorado
T
4398
Transce3nd
Texas
KWM
4399
Kiker Wealth Management
Georgia
CCM
4400
Carderock Capital Management
Maryland