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
ZI
1851
ZEGA Investments
Florida
$3.56M
PPWM
1852
Paragon Private Wealth Management
Kentucky
$3.55M
RF
1853
Roxbury Financial
New Jersey
$3.55M
SPWG
1854
Syntegra Private Wealth Group
Missouri
$3.55M
HCM
1855
Hodges Capital Management
Texas
$3.54M
ACGA
1856
Atlanta Consulting Group Advisors
Georgia
$3.52M
ICM
1857
IMS Capital Management
Oregon
$3.51M
SCA
1858
Sander Capital Advisors
Washington
$3.51M
WSCM
1859
Wellington Shields Capital Management
New York
$3.5M
HCM
1860
Hall Capital Management
Rhode Island
$3.5M
MWM
1861
Mattern Wealth Management
Kansas
$3.5M
TPW
1862
Turn8 Private Wealth
$3.49M
ISFAN
1863
Investor's Fiduciary Advisor Network
Washington
$3.49M
CV
1864
Counterweight Ventures
North Carolina
$3.48M
NC
1865
Naman Capital
Brazil
$3.48M
HAG
1866
HF Advisory Group
Maryland
$3.48M
SFO
1867
Stokes Family Office
Louisiana
$3.47M
SWMG
1868
Stillwater Wealth Management Group
Florida
$3.47M
IFPG
1869
Intrepid Financial Planning Group
Indiana
$3.45M
CB
1870
CNB Bank
Pennsylvania
$3.45M
SFG
1871
Snider Financial Group
Washington
$3.45M
AOWM
1872
Alpha Omega Wealth Management
Virginia
$3.44M
LA
1873
Lindenwold Advisors
Pennsylvania
$3.43M
ATWA
1874
Arbor Trust Wealth Advisors
Michigan
$3.43M
1GI
1875
180 GPS Investments
$3.43M