4,540 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 476 funds opening new positions, 1,783 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: 1,783 | Existing positions reduced: 1,839

Holders
4,540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
486
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
KFS
3051
Kaizen Financial Strategies
California
$947K
AIS
3052
AM Investment Strategies
Tennessee
$947K
YIM
3053
Yoffe Investment Management
Pennsylvania
$946K
RYIA
3054
Roehl & Yi Investment Advisors
Oregon
$945K
BB
3055
Burford Brothers
Texas
$943K
COCM
3056
Charter Oak Capital Management
New Hampshire
$941K
AA
3057
Apriem Advisors
California
$941K
GWA
3058
Gratus Wealth Advisors
Virginia
$939K
HTIM
3059
Harbour Trust & Investment Management
Indiana
$937K
WA
3060
Westfuller Advisors
New York
$934K
SPWG
3061
Sage Private Wealth Group
Illinois
$933K
NPT
3062
Nixon Peabody Trust
Massachusetts
$932K
AFG
3063
Allegheny Financial Group
Pennsylvania
$932K
WCM
3064
Wedge Capital Management
North Carolina
$932K
BOPW
3065
Brandywine Oak Private Wealth
Pennsylvania
$932K
GBWM
3066
Granite Bay Wealth Management
New Hampshire
$932K
PMFA
3067
Plante Moran Financial Advisors
Michigan
$928K
PA
3068
Promethium Advisors
Maryland
$924K
GCA
3069
Gradient Capital Advisors
California
$922K
PCM
3070
Prelude Capital Management
New York
$921K
HNWAG
3071
High Net Worth Advisory Group
Florida
$920K
SPWM
3072
Spartan Planning & Wealth Management
North Carolina
$919K
GWM
3073
GK Wealth Management
Nevada
$918K
FB
3074
Finward Bancorp
Indiana
$917K
GS
3075
GWN Securities
Florida
$916K