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
AGWCA
2026
Annis Gardner Whiting Capital Advisors
Florida
$2.8M
AWM
2027
Aprio Wealth Management
Georgia
$2.8M
SWM
2028
Sculati Wealth Management
Michigan
$2.8M
LA
2029
LM Advisors
California
$2.8M
VCP
2030
Verus Capital Partners
Arizona
$2.79M
SFPG
2031
Stonebridge Financial Planning Group
Florida
$2.78M
PFGIA
2032
Patriot Financial Group Insurance Agency
Massachusetts
$2.78M
CWM
2033
Compass Wealth Management
Connecticut
$2.78M
NGA
2034
Naples Global Advisors
Florida
$2.78M
EWM
2035
EPG Wealth Management
Georgia
$2.78M
LAM
2036
L2 Asset Management
Massachusetts
$2.77M
SP
2037
Stonebrook Private
Michigan
$2.76M
AWM
2038
Accurate Wealth Management
Florida
$2.76M
FPL
2039
Fortress Private Ledger
North Carolina
$2.76M
OFS
2040
Orrstown Financial Services
Pennsylvania
$2.76M
FPWM
2041
FSB Premier Wealth Management
Iowa
$2.75M
WWM
2042
WT Wealth Management
Arizona
$2.74M
BLAM
2043
Bourne Lent Asset Management
New York
$2.74M
CP
2044
Canopy Partners
Ohio
$2.74M
BAM
2045
Byrne Asset Management
New Jersey
$2.74M
IIC
2046
Ironwood Investment Counsel
Arizona
$2.73M
UAG
2047
United Advisor Group
Ohio
$2.73M
CGFA
2048
Colton Groome Financial Advisors
North Carolina
$2.73M
AWC
2049
Abundance Wealth Counselors
Pennsylvania
$2.73M
LA
2050
Lynch & Associates
Indiana
$2.72M