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
PHAM
3001
Palisades Hudson Asset Management
Florida
$1.01M
FFG
3002
Floyd Financial Group
Missouri
$1.01M
WFP
3003
Worthington Financial Partners
Ohio
$1.01M
WMA
3004
West Michigan Advisors
Michigan
$1.01M
SWA
3005
SOA Wealth Advisors
New York
$1.01M
KFSC
3006
Keystone Financial Services (Colorado)
Colorado
$1M
NFG
3007
Nadler Financial Group
Illinois
$1,000K
LF
3008
Lee Financial
Texas
$999K
SF
3009
Seek First
California
$997K
IF
3010
Intrua Financial
Texas
$997K
PW
3011
PUREfi Wealth
Massachusetts
$996K
HWMO
3012
Heritage Wealth Management (Ohio)
Ohio
$996K
EL
3013
EWA LLC
Pennsylvania
$990K
RWI
3014
Red Wave Investments
Pennsylvania
$988K
FFO
3015
Fortitude Family Office
Arizona
$988K
WPW
3016
Warther Private Wealth
Ohio
$987K
BWM
3017
Blossom Wealth Management
California
$986K
TBWA
3018
Three Bridge Wealth Advisors
California
$983K
AWM
3019
Austin Wealth Management
Texas
$983K
OP
3020
ORG Partners
Indiana
$982K
GITFIT
3021
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$982K
TCM
3022
Towercrest Capital Management
Pennsylvania
$981K
PA
3023
Planning Alternatives
Michigan
$981K
CCA
3024
Coign Capital Advisors
Utah
$978K
EFA
3025
Evernest Financial Advisors
Indiana
$975K