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
BOPW
3051
Brandywine Oak Private Wealth
Pennsylvania
$932K
GBWM
3052
Granite Bay Wealth Management
New Hampshire
$932K
PMFA
3053
Plante Moran Financial Advisors
Michigan
$928K
PA
3054
Promethium Advisors
Maryland
$924K
GCA
3055
Gradient Capital Advisors
California
$922K
PCM
3056
Prelude Capital Management
New York
$921K
HNWAG
3057
High Net Worth Advisory Group
Florida
$920K
SPWM
3058
Spartan Planning & Wealth Management
North Carolina
$919K
GWM
3059
GK Wealth Management
Nevada
$918K
FB
3060
Finward Bancorp
Indiana
$917K
GS
3061
GWN Securities
Florida
$916K
SPW
3062
Sonoma Private Wealth
California
$914K
AF
3063
Atala Financial
California
$913K
CWA
3064
Consilium Wealth Advisory
Texas
$913K
AWM
3065
Allen Wealth Management
North Carolina
$909K
IAS
3066
Investment Advisory Services
Texas
$908K
MFG
3067
Midwest Financial Group
Kansas
$907K
SCA
3068
St. Clair Advisors
Ohio
$906K
MSWM
3069
Mowery & Schoenfeld Wealth Management
Illinois
$905K
GWM
3070
Goldenstone Wealth Management
California
$905K
PWA
3071
Primoris Wealth Advisors
Florida
$904K
PFM
3072
Phillips Financial Management
Indiana
$904K
YWS
3073
Yarger Wealth Strategies
Ohio
$904K
USWIA
3074
UP Strategic Wealth Investment Advisors
Pennsylvania
$904K
AA
3075
Addison Advisors
Vermont
$900K