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
DBG
1326
De Burlo Group
Massachusetts
$8.07M
CCM
1327
Condor Capital Management
New Jersey
$8.05M
S
1328
SimplyRich
California
$8.04M
PWM
1329
Purus Wealth Management
California
$8.02M
CCT
1330
Capital City Trust
Florida
$8.02M
HCM
1331
Harvey Capital Management
Florida
$8.01M
SB
1332
Strategic Blueprint
Georgia
$8M
BFW
1333
Brady Family Wealth
Missouri
$7.98M
AG
1334
AlTi Global
New York
$7.98M
WANY
1335
Wealthspire Advisors (New York)
New York
$7.98M
SCI
1336
S&CO Inc
Massachusetts
$7.97M
HSA
1337
HBK Sorce Advisory
Pennsylvania
$7.96M
CIG
1338
Consolidated Investment Group
Colorado
$7.96M
HVP
1339
Hudson Value Partners
Florida
$7.93M
LF
1340
Longbow Finance
Switzerland
$7.87M
TPCW
1341
TD Private Client Wealth
New York
$7.86M
CIC
1342
Concord Investment Counsel
California
$7.86M
CI
1343
Cooper Investors
Australia
$7.82M
OCAM
1344
Onex Canada Asset Management
Ontario, Canada
$7.81M
CWA
1345
Clarity Wealth Advisors
California
$7.81M
CI
1346
Conning Inc
Connecticut
$7.8M
STAS
1347
Strong Tower Advisory Services
Minnesota
$7.79M
FSA
1348
Fort Sheridan Advisors
Illinois
$7.78M
BJL
1349
Brighton Jones LLC
Washington
$7.76M
FMTC
1350
Farmers & Merchants Trust Company
California
$7.72M