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
SPW
3076
Sonoma Private Wealth
California
$914K
AF
3077
Atala Financial
California
$913K
CWA
3078
Consilium Wealth Advisory
Texas
$913K
AWM
3079
Allen Wealth Management
North Carolina
$909K
IAS
3080
Investment Advisory Services
Texas
$908K
MFG
3081
Midwest Financial Group
Kansas
$907K
SCA
3082
St. Clair Advisors
Ohio
$906K
MSWM
3083
Mowery & Schoenfeld Wealth Management
Illinois
$905K
GWM
3084
Goldenstone Wealth Management
California
$905K
PWA
3085
Primoris Wealth Advisors
Florida
$904K
PFM
3086
Phillips Financial Management
Indiana
$904K
YWS
3087
Yarger Wealth Strategies
Ohio
$904K
USWIA
3088
UP Strategic Wealth Investment Advisors
Pennsylvania
$904K
AA
3089
Addison Advisors
Vermont
$900K
SCM
3090
SOL Capital Management
Maryland
$899K
MTIC
3091
Missouri Trust & Investment Company
Missouri
$897K
TW
3092
Traveka Wealth
California
$893K
SGCA
3093
Steel Grove Capital Advisors
Tennessee
$892K
RAM
3094
Robinhood Asset Management
California
$891K
UWP
3095
Uniting Wealth Partners
Kansas
$890K
TPW
3096
Transatlantique Private Wealth
New York
$889K
WAOI
3097
Wealth Advisors of Iowa
Iowa
$888K
HHCP
3098
Hilton Head Capital Partners
South Carolina
$888K
WSWA
3099
Warren Street Wealth Advisors
California
$888K
JFGLC
3100
Johnson Financial Group LLC (Colorado)
Colorado
$886K