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
LIA
1901
Limestone Investment Advisors
New York
$3.34M
AO
1902
Advisor OS
Illinois
$3.33M
RMAM
1903
Raab & Moskowitz Asset Management
New Jersey
$3.33M
LCM
1904
Legato Capital Management
California
$3.33M
Capstone Investment Advisors
1905
Capstone Investment Advisors
New York
$3.33M
CWM
1906
Centric Wealth Management
Illinois
$3.32M
GTAM
1907
Global Trust Asset Management
Florida
$3.32M
CBA
1908
Coastal Bridge Advisors
Connecticut
$3.32M
SMC
1909
Smith, Moore & Co
Missouri
$3.31M
JHCP
1910
Jackson Hole Capital Partners
Oklahoma
$3.31M
VWA
1911
Visionary Wealth Advisors
Illinois
$3.31M
SWGC
1912
Summit Wealth Group (Colorado)
Colorado
$3.3M
BWG
1913
Boomfish Wealth Group
Georgia
$3.29M
TGAM
1914
TBH Global Asset Management
Tennessee
$3.29M
RBWA
1915
RFG - Bristol Wealth Advisors
Massachusetts
$3.29M
ST
1916
Sageworth Trust
Pennsylvania
$3.29M
JIC
1917
Joel Isaacson & Co
New York
$3.28M
WCM
1918
Washburn Capital Management
Florida
$3.28M
QWP
1919
Quotient Wealth Partners
Texas
$3.28M
TCPG
1920
Trivant Custom Portfolio Group
California
$3.28M
CVA
1921
Central Valley Advisors
California
$3.28M
IP
1922
Intellectus Partners
California
$3.27M
MCC
1923
Malaga Cove Capital
California
$3.27M
WSA
1924
Warm Springs Advisors
California
$3.26M
SCI
1925
Stableford Capital II
Arizona
$3.26M