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
SWM
1601
Sendero Wealth Management
Texas
$5.3M
AIM
1602
AMI Investment Management
Indiana
$5.3M
BHPW
1603
Beverly Hills Private Wealth
California
$5.29M
GWM
1604
Gibbs Wealth Management
Georgia
$5.27M
WAC
1605
William Allan Corp
Colorado
$5.26M
OAM
1606
Oak Asset Management
California
$5.26M
PA
1607
Procyon Advisors
Connecticut
$5.24M
IHG
1608
Insight Holdings Group
New York
$5.22M
BB
1609
Busey Bank
Illinois
$5.22M
RF
1610
Robbins Farley
New Hampshire
$5.22M
WIS
1611
Wright Investors Service
Connecticut
$5.22M
RA
1612
RFG Advisory
Alabama
$5.2M
LBWM
1613
Left Brain Wealth Management
Illinois
$5.2M
RCM
1614
RNC Capital Management
California
$5.18M
JSP
1615
Jackson Square Partners
California
$5.18M
KCM
1616
Kathmere Capital Management
Pennsylvania
$5.15M
WR
1617
WD Rutherford
Oregon
$5.15M
VFM
1618
Viking Fund Management
North Dakota
$5.12M
ANTB
1619
AMG National Trust Bank
Colorado
$5.11M
ISWM
1620
Independent Solutions Wealth Management
New York
$5.1M
OPW
1621
Oxler Private Wealth
New York
$5.09M
KC
1622
Katamaran Capital
United Kingdom
$5.09M
VU
1623
Vanderbilt University
Tennessee
$5.08M
MAWCM
1624
Mine & Arao Wealth Creation & Management
California
$5.07M
WP
1625
WealthShield Partners
North Carolina
$5.06M