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
CIA
2001
Compass Ion Advisors
Pennsylvania
$2.96M
DE
2002
Diversified Enterprises
Delaware
$2.95M
LI
2003
Lafayette Investments
Maryland
$2.94M
HFS
2004
Haverford Financial Services
Pennsylvania
$2.94M
MA
2005
MONECO Advisors
Connecticut
$2.93M
EWM
2006
Evermay Wealth Management
Virginia
$2.93M
SFS
2007
Stiles Financial Services
Minnesota
$2.93M
SWM
2008
Selective Wealth Management
Virginia
$2.91M
MSFP
2009
Mark Sheptoff Financial Planning
Connecticut
$2.91M
IFA
2010
Index Fund Advisors
California
$2.91M
BA
2011
Ballast Advisors
Minnesota
$2.9M
FMWA
2012
Forvis Mazars Wealth Advisors
Missouri
$2.9M
KIM
2013
Kestra Investment Management
Texas
$2.89M
TCBWMS
2014
Texas Capital Bank Wealth Management Services
Texas
$2.89M
DCM
2015
Dudley Capital Management
Virginia
$2.88M
PWS
2016
Precision Wealth Strategies
Missouri
$2.87M
QC
2017
Quent Capital
New York
$2.87M
CAMV
2018
Concord Asset Management (Virginia)
Virginia
$2.87M
RBC
2019
Romano Brothers & Co
Illinois
$2.86M
HFA
2020
Hutchinson Financial Advisors
Virginia
$2.86M
RPCONE
2021
Retirement Planning Company of New England
Rhode Island
$2.86M
Axa
2022
Axa
France
$2.86M
SC
2023
Stance Capital
Massachusetts
$2.85M
AIA
2024
AssuredPartners Investment Advisors
Florida
$2.85M
SW
2025
SkyOak Wealth
Michigan
$2.85M