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
IFA
2001
Index Fund Advisors
California
$2.91M
BA
2002
Ballast Advisors
Minnesota
$2.9M
FMWA
2003
Forvis Mazars Wealth Advisors
Missouri
$2.9M
KIM
2004
Kestra Investment Management
Texas
$2.89M
TCBWMS
2005
Texas Capital Bank Wealth Management Services
Texas
$2.89M
NL
2006
NWAM LLC
Washington
$2.88M
DCM
2007
Dudley Capital Management
Virginia
$2.88M
PWS
2008
Precision Wealth Strategies
Missouri
$2.87M
QC
2009
Quent Capital
New York
$2.87M
CAMV
2010
Concord Asset Management (Virginia)
Virginia
$2.87M
RBC
2011
Romano Brothers & Co
Illinois
$2.86M
HFA
2012
Hutchinson Financial Advisors
Virginia
$2.86M
RPCONE
2013
Retirement Planning Company of New England
Rhode Island
$2.86M
Axa
2014
Axa
France
$2.86M
SC
2015
Stance Capital
Massachusetts
$2.85M
AIA
2016
AssuredPartners Investment Advisors
Florida
$2.85M
SW
2017
SkyOak Wealth
Michigan
$2.85M
MFP
2018
Meridian Financial Partners
Virginia
$2.85M
Verition Fund Management
2019
Verition Fund Management
Connecticut
$2.85M
EHWM
2020
Eads & Heald Wealth Management
Georgia
$2.85M
LWA
2021
Lineweaver Wealth Advisors
Ohio
$2.84M
BFA
2022
Beacon Financial Advisory
Ohio
$2.84M
AIC
2023
Argus Investors Counsel
New York
$2.84M
SFM
2024
Systematic Financial Management
New Jersey
$2.83M
CCM
2025
Cox Capital Management
Massachusetts
$2.81M