4,282 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
4,282
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
BWM
1376
Bulltick Wealth Management
Florida
$7.47M
BAM
1377
Belpointe Asset Management
Nevada
$7.46M
BB
1378
Berkshire Bank
Massachusetts
$7.46M
JAG
1379
Journey Advisory Group
Kentucky
$7.43M
SWA
1380
SFMG Wealth Advisors
Texas
$7.42M
CW
1381
CreativeOne Wealth
Kansas
$7.41M
CAM
1382
Costello Asset Management
Pennsylvania
$7.41M
KJHP
1383
K.J. Harrison & Partners
Ontario, Canada
$7.39M
PWS
1384
Peterson Wealth Services
Utah
$7.39M
RIM
1385
Rakuten Investment Management
Japan
$7.39M
ACP
1386
Aviance Capital Partners
Florida
$7.38M
HDA
1387
Harold Davidson & Associates
California
$7.38M
CGIM
1388
Capital Group Investment Management
Singapore
$7.38M
HKIM
1389
Hayek Kallen Investment Management
Alabama
$7.37M
BFA
1390
Benedict Financial Advisors
Georgia
$7.36M
WBC
1391
West Branch Capital
Massachusetts
$7.36M
BIM
1392
Baldwin Investment Management
Pennsylvania
$7.35M
GWM
1393
Geneos Wealth Management
Colorado
$7.33M
RCA
1394
Resonant Capital Advisors
Wisconsin
$7.33M
SC
1395
Sawyer & Company
Massachusetts
$7.32M
SVWAG
1396
Sound View Wealth Advisors Group
Georgia
$7.31M
PT
1397
Plimoth Trust
Massachusetts
$7.29M
DWM
1398
Diversify Wealth Management
Utah
$7.28M
CANC
1399
Culbertson A N & Co
Virginia
$7.28M
SIAP
1400
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.26M