4,244 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, 1,805 increasing their positions, 1,745 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: 4,3034,244 (-59)

6% less capital invested

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

22% less funds holding in top 10

Funds holding in top 10: 567443 (-124)

Holders
4,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
443
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
OCM
1726
Octahedron Capital Management
California
$4.28M
PCS
1727
Personal CFO Solutions
New Jersey
$4.28M
BFG
1728
Beacon Financial Group
Texas
$4.26M
DWM
1729
Dynasty Wealth Management
Florida
$4.26M
GFP
1730
Gryphon Financial Partners
Ohio
$4.26M
FMTCOCP
1731
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.26M
SIM
1732
Sterling Investment Management
Arizona
$4.24M
AC
1733
Arjuna Capital
North Carolina
$4.24M
WGC
1734
Watts Gwilliam & Co
Arizona
$4.23M
PWMAG
1735
Pinnacle Wealth Management Advisory Group
New Jersey
$4.23M
A
1736
Argentarii
Ohio
$4.23M
CAM
1737
Clark Asset Management
New Hampshire
$4.22M
PTP
1738
Platform Technology Partners
New York
$4.22M
PWAM
1739
Private Wealth Asset Management
Iowa
$4.21M
CQWA
1740
Chokshi & Queen Wealth Advisors
California
$4.21M
SFA
1741
Souders Financial Advisors
Ohio
$4.21M
SCP
1742
Shorepoint Capital Partners
Massachusetts
$4.2M
DSC
1743
Duncker Streett & Co
Missouri
$4.2M
SFG
1744
Sowa Financial Group
Rhode Island
$4.2M
GSEP
1745
Golden State Equity Partners
California
$4.2M
FFN
1746
Focus Financial Network
Minnesota
$4.18M
RCM
1747
Radnor Capital Management
Pennsylvania
$4.16M
SB
1748
Simmons Bank
Arkansas
$4.14M
FSC
1749
Full Sail Capital
Oklahoma
$4.14M
HAS
1750
HBW Advisory Services
California
$4.14M