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
SSWM
901
Sheets Smith Wealth Management
North Carolina
$18.1M
LWM
902
Lyell Wealth Management
California
$18.1M
CSP
903
Cary Street Partners
Virginia
$18.1M
IG
904
Ithaka Group
Virginia
$18.1M
GC
905
Grimes & Company
Massachusetts
$18M
RC
906
Roundview Capital
New Jersey
$18M
CAM
907
Columbia Asset Management
Michigan
$17.9M
USCWA
908
U.S. Capital Wealth Advisors
Texas
$17.9M
ANBT
909
American National Bank & Trust
Texas
$17.9M
WPP
910
Whalerock Point Partners
Rhode Island
$17.8M
M
911
Mirova
France
$17.8M
OFS
912
OMC Financial Services
New York
$17.8M
DAC
913
Dividend Assets Capital
South Carolina
$17.7M
MAP
914
Managed Asset Portfolios
Michigan
$17.6M
FNBT
915
FineMark National Bank & Trust
Florida
$17.6M
RWA
916
River Wealth Advisors
Pennsylvania
$17.5M
GWM
917
GDS Wealth Management
Texas
$17.5M
ZBNA
918
Zions Bancorporation, National Association
Utah
$17.5M
TCM
919
Traynor Capital Management
Pennsylvania
$17.5M
BCM
920
Brookstone Capital Management
Illinois
$17.5M
IC
921
Immersion Capital
United Kingdom
$17.4M
GAM
922
Griffin Asset Management
New York
$17.2M
GRP
923
Global Retirement Partners
California
$17.2M
SAM
924
Synergy Asset Management
Washington
$17.1M
MASUI
925
MIRAE ASSET SECURITIES (USA) INC.
New York
$17.1M