4,254 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: 4,3074,254 (-53)

6% less capital invested

Capital invested by funds: $533B → $502B (-$31B)

22% less funds holding in top 10

Funds holding in top 10: 567444 (-123)

Holders
4,254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
444
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
MWM
1226
Meridian Wealth Management
Kentucky
$9.49M
FCT
1227
Family Capital Trust
Massachusetts
$9.48M
IIM
1228
Ipswich Investment Management
Massachusetts
$9.46M
SW
1229
SlateStone Wealth
Florida
$9.41M
SG
1230
StoneX Group
New York
$9.4M
MWA
1231
Meridian Wealth Advisors
Texas
$9.39M
KP
1232
Keel Point
Alabama
$9.39M
TFS
1233
Thoroughbred Financial Services
Tennessee
$9.37M
LOPW
1234
Live Oak Private Wealth
North Carolina
$9.36M
RCM
1235
RB Capital Management
Nevada
$9.36M
WCM
1236
Wisconsin Capital Management
Wisconsin
$9.3M
CWS
1237
Confluence Wealth Services
Pennsylvania
$9.3M
AWP
1238
Ascent Wealth Partners
New York
$9.29M
GG
1239
Greenwood Gearhart
Arkansas
$9.28M
RSWM
1240
Robertson Stephens Wealth Management
California
$9.27M
TCOO
1241
Trust Company of Oklahoma
Oklahoma
$9.26M
FNBOO
1242
First National Bank of Omaha
Nebraska
$9.25M
LFG
1243
Larson Financial Group
Missouri
$9.24M
SFP
1244
Shepherd Financial Partners
Massachusetts
$9.23M
CAM
1245
Cypress Asset Management
Texas
$9.22M
CAM
1246
Clio Asset Management
Virginia
$9.2M
AC
1247
Asio Capital
Kentucky
$9.16M
JSC
1248
J. Stern & Co
United Kingdom
$9.15M
GC
1249
GFG Capital
Florida
$9.15M
CHC
1250
City Holding Co
West Virginia
$9.15M