4,501 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 456 funds opening new positions, 1,777 increasing their positions, 1,830 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: $5.56B | Put options by funds: $5.52B

3% less repeat investments, than reductions

Existing positions increased: 1,777 | Existing positions reduced: 1,830

Holders
4,501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
483
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.56B
Puts
$5.52B
Net Calls
Net Calls Change

Top Sellers

1 -$890M
2 -$675M
3 -$598M
4
Goldman Sachs
Goldman Sachs
New York
-$558M
5
Edgewood Management
Edgewood Management
Connecticut
-$481M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
3001
Heritage Wealth Management (Ohio)
Ohio
$996K
EL
3002
EWA LLC
Pennsylvania
$990K
RWI
3003
Red Wave Investments
Pennsylvania
$988K
FFO
3004
Fortitude Family Office
Arizona
$988K
WPW
3005
Warther Private Wealth
Ohio
$987K
BWM
3006
Blossom Wealth Management
California
$986K
TBWA
3007
Three Bridge Wealth Advisors
California
$983K
AWM
3008
Austin Wealth Management
Texas
$983K
OP
3009
ORG Partners
Indiana
$982K
GITFIT
3010
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$982K
TCM
3011
Towercrest Capital Management
Pennsylvania
$981K
PA
3012
Planning Alternatives
Michigan
$981K
CCA
3013
Coign Capital Advisors
Utah
$978K
EFA
3014
Evernest Financial Advisors
Indiana
$975K
FI
3015
Finivi Inc
Massachusetts
$975K
KFI
3016
Key Financial Inc
Pennsylvania
$974K
GWM
3017
Gilpin Wealth Management
Colorado
$972K
SIC
3018
Samalin Investment Counsel
New York
$972K
PCP
3019
Panoramic Capital Partners
Oregon
$970K
IIM
3020
Invariant Investment Management
Pennsylvania
$969K
WAM
3021
Wolverine Asset Management
Illinois
$969K
KWM
3022
Kingsman Wealth Management
Florida
$966K
CPA
3023
Cardiff Park Advisors
California
$966K
AIP
3024
ARS Investment Partners
New York
$966K
WG
3025
Wealth Group
North Carolina
$965K