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
CWA
3076
Consilium Wealth Advisory
Texas
$913K
AWM
3077
Allen Wealth Management
North Carolina
$909K
IAS
3078
Investment Advisory Services
Texas
$908K
MFG
3079
Midwest Financial Group
Kansas
$907K
SCA
3080
St. Clair Advisors
Ohio
$906K
MSWM
3081
Mowery & Schoenfeld Wealth Management
Illinois
$905K
GWM
3082
Goldenstone Wealth Management
California
$905K
PWA
3083
Primoris Wealth Advisors
Florida
$904K
PFM
3084
Phillips Financial Management
Indiana
$904K
YWS
3085
Yarger Wealth Strategies
Ohio
$904K
USWIA
3086
UP Strategic Wealth Investment Advisors
Pennsylvania
$904K
AA
3087
Addison Advisors
Vermont
$900K
SCM
3088
SOL Capital Management
Maryland
$899K
MTIC
3089
Missouri Trust & Investment Company
Missouri
$897K
TW
3090
Traveka Wealth
California
$893K
SGCA
3091
Steel Grove Capital Advisors
Tennessee
$892K
RAM
3092
Robinhood Asset Management
California
$891K
UWP
3093
Uniting Wealth Partners
Kansas
$890K
TPW
3094
Transatlantique Private Wealth
New York
$889K
WAOI
3095
Wealth Advisors of Iowa
Iowa
$888K
HHCP
3096
Hilton Head Capital Partners
South Carolina
$888K
WSWA
3097
Warren Street Wealth Advisors
California
$888K
JFGLC
3098
Johnson Financial Group LLC (Colorado)
Colorado
$886K
MWM
3099
Maripau Wealth Management
Indiana
$885K
WWM
3100
Walser Wealth Management
Florida
$885K