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
MFP
2026
Meridian Financial Partners
Virginia
$2.85M
Verition Fund Management
2027
Verition Fund Management
Connecticut
$2.85M
EHWM
2028
Eads & Heald Wealth Management
Georgia
$2.85M
LWA
2029
Lineweaver Wealth Advisors
Ohio
$2.84M
BFA
2030
Beacon Financial Advisory
Ohio
$2.84M
AIC
2031
Argus Investors Counsel
New York
$2.84M
SFM
2032
Systematic Financial Management
New Jersey
$2.83M
CCM
2033
Cox Capital Management
Massachusetts
$2.81M
AGWCA
2034
Annis Gardner Whiting Capital Advisors
Florida
$2.8M
AWM
2035
Aprio Wealth Management
Georgia
$2.8M
SWM
2036
Sculati Wealth Management
Michigan
$2.8M
LA
2037
LM Advisors
California
$2.8M
VCP
2038
Verus Capital Partners
Arizona
$2.79M
SFPG
2039
Stonebridge Financial Planning Group
Florida
$2.78M
PFGIA
2040
Patriot Financial Group Insurance Agency
Massachusetts
$2.78M
CWM
2041
Compass Wealth Management
Connecticut
$2.78M
NGA
2042
Naples Global Advisors
Florida
$2.78M
EWM
2043
EPG Wealth Management
Georgia
$2.78M
LAM
2044
L2 Asset Management
Massachusetts
$2.77M
SP
2045
Stonebrook Private
Michigan
$2.76M
AWM
2046
Accurate Wealth Management
Florida
$2.76M
FPL
2047
Fortress Private Ledger
North Carolina
$2.76M
OFS
2048
Orrstown Financial Services
Pennsylvania
$2.76M
FPWM
2049
FSB Premier Wealth Management
Iowa
$2.75M
WWM
2050
WT Wealth Management
Arizona
$2.74M