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
EWM
1851
Evergreen Wealth Management
Michigan
$3.61M
CG
1852
Carmignac Gestion
France
$3.6M
PWMG
1853
Prestige Wealth Management Group
New Jersey
$3.59M
SPFA
1854
Summit Place Financial Advisors
New Jersey
$3.58M
LAIC
1855
Lederer & Associates Investment Counsel
California
$3.58M
NL
1856
Navalign LLC
California
$3.58M
SFO
1857
Stenger Family Office
Illinois
$3.58M
GA
1858
GoalVest Advisory
New York
$3.58M
LTI
1859
Laffer Tengler Investments
Tennessee
$3.57M
KGC
1860
Kennon-Green & Company
Ohio
$3.57M
SSI
1861
Scott & Selber Inc
Texas
$3.56M
BTD
1862
BankPlus Trust Department
Mississippi
$3.56M
ZI
1863
ZEGA Investments
Florida
$3.56M
PPWM
1864
Paragon Private Wealth Management
Kentucky
$3.55M
RF
1865
Roxbury Financial
New Jersey
$3.55M
SPWG
1866
Syntegra Private Wealth Group
Missouri
$3.55M
HCM
1867
Hodges Capital Management
Texas
$3.54M
ACGA
1868
Atlanta Consulting Group Advisors
Georgia
$3.52M
ICM
1869
IMS Capital Management
Oregon
$3.51M
SCA
1870
Sander Capital Advisors
Washington
$3.51M
WSCM
1871
Wellington Shields Capital Management
New York
$3.5M
HCM
1872
Hall Capital Management
Rhode Island
$3.5M
MWM
1873
Mattern Wealth Management
Kansas
$3.5M
TPW
1874
Turn8 Private Wealth
$3.49M
ISFAN
1875
Investor's Fiduciary Advisor Network
Washington
$3.49M