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
SFWC
2101
Strategic Family Wealth Counselors
New Jersey
$2.54M
MCWS
2102
McKinley Carter Wealth Services
West Virginia
$2.54M
VA
2103
Valmark Advisers
Ohio
$2.54M
CWP
2104
Core Wealth Partners
California
$2.53M
NA
2105
Nordwand Advisors
Pennsylvania
$2.53M
NF
2106
Nvest Financial
New Hampshire
$2.52M
GCM
2107
Geneva Capital Management
Wisconsin
$2.52M
CC
2108
Corsicana & Co
Texas
$2.52M
LSV Asset Management
2109
LSV Asset Management
Illinois
$2.51M
ZIG
2110
Zullo Investment Group
Pennsylvania
$2.51M
SIG
2111
Sky Investment Group
Connecticut
$2.5M
AWG
2112
Altus Wealth Group
Colorado
$2.49M
RMC
2113
Resources Management Corp
Connecticut
$2.49M
AIM
2114
Aspen Investment Management
Michigan
$2.49M
ICP
2115
Interchange Capital Partners
Pennsylvania
$2.49M
KFGK
2116
Keystone Financial Group (Kentucky)
Kentucky
$2.49M
HCCM
2117
Hudson Canyon Capital Management
New York
$2.49M
QPWM
2118
Quadrant Private Wealth Management
Pennsylvania
$2.49M
VBCG
2119
Valley Brook Capital Group
Pennsylvania
$2.49M
UCMOK
2120
United Capital Management of KS
Kansas
$2.49M
LI
2121
Louisbourg Investments
New Brunswick, Canada
$2.48M
OPTFSNA
2122
Old Point Trust & Financial Services N A
Virginia
$2.48M
CWA
2123
Crux Wealth Advisors
California
$2.48M
GAM
2124
Grandview Asset Management
Pennsylvania
$2.48M
BOJHT
2125
Bank of Jackson Hole Trust
Wyoming
$2.47M