4,531 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 470 funds opening new positions, 1,781 increasing their positions, 1,839 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $503B → $527B (+$23.8B)

1% more call options, than puts

Call options by funds: $5.58B | Put options by funds: $5.54B

3% less repeat investments, than reductions

Existing positions increased: 1,781 | Existing positions reduced: 1,839

Holders
4,531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
485
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.58B
Puts
$5.54B
Net Calls
Net Calls Change

Top Sellers

1 -$890M
2 -$675M
3 -$598M
4
Goldman Sachs
Goldman Sachs
New York
-$555M
5
Edgewood Management
Edgewood Management
Connecticut
-$481M
Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
2676
Barnes Dennig Private Wealth Management
Ohio
$1.46M
MPWS
2677
McCarter Private Wealth Services
Massachusetts
$1.45M
WMP
2678
Wealth Management Partners
Arizona
$1.45M
RFP
2679
Root Financial Partners
California
$1.45M
PWP
2680
Phillips Wealth Planners
Mississippi
$1.45M
TFIPS
2681
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.45M
BWM
2682
Baron Wealth Management
Michigan
$1.45M
CTFG
2683
Capstone Triton Financial Group
Oklahoma
$1.44M
TM
2684
TigerOak Management
New Mexico
$1.44M
HAI
2685
Hennessy Advisors Inc
California
$1.44M
LRWM
2686
Lord & Richards Wealth Management
Colorado
$1.44M
CA
2687
Cambridge Advisors
Nebraska
$1.44M
PSC
2688
Prentiss Smith & Co
Vermont
$1.44M
TF
2689
Trek Financial
Arizona
$1.44M
SCA
2690
STALEY CAPITAL ADVISERS
Pennsylvania
$1.43M
UBV
2691
United Bank (Virginia)
Virginia
$1.42M
EWM
2692
Elmwood Wealth Management
California
$1.42M
PW
2693
Pandora Wealth
Illinois
$1.42M
CFS
2694
Coordinated Financial Services
Colorado
$1.42M
TF
2695
Tudor Financial
Ohio
$1.42M
FFL
2696
Future Fund LLC
Illinois
$1.42M
SCP
2697
Sivia Capital Partners
California
$1.41M
PP
2698
Patron Partners
Texas
$1.41M
MSA
2699
Marino Stram & Associates
Massachusetts
$1.41M
AA
2700
Aire Advisors
California
$1.41M