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
CRWM
1826
Castle Rock Wealth Management
California
$3.71M
TCGDR
1827
TB Capital Gestao de Recursos
$3.71M
BP
1828
BBR Partners
New York
$3.7M
PPC
1829
Park Place Capital
Alabama
$3.69M
RA
1830
RiverPark Advisors
New York
$3.69M
FWA
1831
FSM Wealth Advisors
Ohio
$3.69M
WAS
1832
WESPAC Advisors SoCal
California
$3.69M
BHWM
1833
Bar Harbor Wealth Management
New Hampshire
$3.69M
RIA
1834
Richwood Investment Advisors
Ohio
$3.69M
RCM
1835
Regency Capital Management
Hawaii
$3.67M
SSA
1836
SSA Swiss Advisors
$3.65M
MFFIA
1837
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.64M
TBT
1838
Texas Bank & Trust
Texas
$3.63M
TIM
1839
Tikehau Investment Management
France
$3.63M
MFGM
1840
Marshall Financial Group (Maryland)
Maryland
$3.62M
CAC
1841
Certified Advisory Corp
Florida
$3.61M
EWM
1842
Evergreen Wealth Management
Michigan
$3.61M
CG
1843
Carmignac Gestion
France
$3.6M
PWMG
1844
Prestige Wealth Management Group
New Jersey
$3.59M
SPFA
1845
Summit Place Financial Advisors
New Jersey
$3.58M
LAIC
1846
Lederer & Associates Investment Counsel
California
$3.58M
NL
1847
Navalign LLC
California
$3.58M
SFO
1848
Stenger Family Office
Illinois
$3.58M
GA
1849
GoalVest Advisory
New York
$3.58M
LTI
1850
Laffer Tengler Investments
Tennessee
$3.57M