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
CWG
1226
Cornerstone Wealth Group
North Carolina
$9.6M
SWM
1227
SeaCrest Wealth Management
New York
$9.59M
GEA
1228
Glen Eagle Advisors
New Jersey
$9.59M
LSWM
1229
Lorne Steinberg Wealth Management
Canada
$9.57M
NS
1230
NBC Securities
Alabama
$9.52M
MWM
1231
Meridian Wealth Management
Kentucky
$9.49M
FCT
1232
Family Capital Trust
Massachusetts
$9.48M
IIM
1233
Ipswich Investment Management
Massachusetts
$9.46M
SW
1234
SlateStone Wealth
Florida
$9.41M
SG
1235
StoneX Group
New York
$9.4M
MWA
1236
Meridian Wealth Advisors
Texas
$9.39M
KP
1237
Keel Point
Alabama
$9.39M
TFS
1238
Thoroughbred Financial Services
Tennessee
$9.37M
LOPW
1239
Live Oak Private Wealth
North Carolina
$9.36M
RCM
1240
RB Capital Management
Nevada
$9.36M
WCM
1241
Wisconsin Capital Management
Wisconsin
$9.3M
CWS
1242
Confluence Wealth Services
Pennsylvania
$9.3M
AWP
1243
Ascent Wealth Partners
New York
$9.29M
GG
1244
Greenwood Gearhart
Arkansas
$9.28M
RSWM
1245
Robertson Stephens Wealth Management
California
$9.27M
TCOO
1246
Trust Company of Oklahoma
Oklahoma
$9.26M
FNBOO
1247
First National Bank of Omaha
Nebraska
$9.25M
LFG
1248
Larson Financial Group
Missouri
$9.24M
SFP
1249
Shepherd Financial Partners
Massachusetts
$9.23M
CAM
1250
Cypress Asset Management
Texas
$9.22M