4,244 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, 1,805 increasing their positions, 1,745 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: 4,3034,244 (-59)

6% less capital invested

Capital invested by funds: $533B → $502B (-$31B)

22% less funds holding in top 10

Funds holding in top 10: 567443 (-124)

Holders
4,244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
443
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
LA
2026
LM Advisors
California
$2.8M
VCP
2027
Verus Capital Partners
Arizona
$2.79M
SFPG
2028
Stonebridge Financial Planning Group
Florida
$2.78M
PFGIA
2029
Patriot Financial Group Insurance Agency
Massachusetts
$2.78M
CWM
2030
Compass Wealth Management
Connecticut
$2.78M
NGA
2031
Naples Global Advisors
Florida
$2.78M
EWM
2032
EPG Wealth Management
Georgia
$2.78M
LAM
2033
L2 Asset Management
Massachusetts
$2.77M
SP
2034
Stonebrook Private
Michigan
$2.76M
AWM
2035
Accurate Wealth Management
Florida
$2.76M
FPL
2036
Fortress Private Ledger
North Carolina
$2.76M
OFS
2037
Orrstown Financial Services
Pennsylvania
$2.76M
FPWM
2038
FSB Premier Wealth Management
Iowa
$2.75M
WWM
2039
WT Wealth Management
Arizona
$2.74M
BLAM
2040
Bourne Lent Asset Management
New York
$2.74M
CP
2041
Canopy Partners
Ohio
$2.74M
BAM
2042
Byrne Asset Management
New Jersey
$2.74M
IIC
2043
Ironwood Investment Counsel
Arizona
$2.73M
UAG
2044
United Advisor Group
Ohio
$2.73M
CGFA
2045
Colton Groome Financial Advisors
North Carolina
$2.73M
AWC
2046
Abundance Wealth Counselors
Pennsylvania
$2.73M
LA
2047
Lynch & Associates
Indiana
$2.72M
CC
2048
Cypress Capital
Tennessee
$2.72M
PCA
2049
Purkiss Capital Advisors
Connecticut
$2.72M
TNAM
2050
Terra Nova Asset Management
New York
$2.7M