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
IFWM
1701
Institute for Wealth Management
Colorado
$4.58M
CGL
1702
Clarius Group LLC
Washington
$4.58M
SB
1703
SIG Brokerage
New York
$4.57M
PB
1704
Pinnacle Bancorp
Nebraska
$4.56M
CA
1705
CSM Advisors
Pennsylvania
$4.55M
AWM
1706
Aries Wealth Management
Maine
$4.53M
FC
1707
FORA Capital
Florida
$4.52M
CSC
1708
Caldwell Sutter Capital
California
$4.51M
BOS
1709
Bank of Stockton
California
$4.51M
BTI
1710
Blue Trust Inc
Georgia
$4.51M
LFA
1711
Legacy Financial Advisors
Kentucky
$4.51M
CHP
1712
Castle Hook Partners
New York
$4.5M
AAM
1713
Azzad Asset Management
Virginia
$4.49M
BIA
1714
Benchmark Investment Advisors
Illinois
$4.48M
LC
1715
Lakehouse Capital
Australia
$4.48M
SC
1716
SummitTX Capital
Texas
$4.48M
CWM
1717
Cornerstone Wealth Management
Missouri
$4.47M
DA
1718
Doliver Advisors
Texas
$4.47M
Marshall Wace
1719
Marshall Wace
United Kingdom
$4.47M
SFI
1720
Susquehanna Fundamental Investments
Pennsylvania
$4.46M
MWAM
1721
Manhattan West Asset Management
California
$4.46M
HFM
1722
Hartford Financial Management
Connecticut
$4.46M
KNW
1723
Kesler Norman & Wride
Utah
$4.46M
1SB
1724
1ST Source Bank
Indiana
$4.45M
SEEDPG
1725
S.E.E.D. Planning Group
New York
$4.45M