4,530 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, 1,780 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: 1,780 | Existing positions reduced: 1,839

Holders
4,530
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
MWM
3201
Maridea Wealth Management
New York
$775K
CL
3202
CVFG LLC
Indiana
$775K
TWP
3203
Tower Wealth Partners
Pennsylvania
$774K
RF
3204
Rossby Financial
Florida
$774K
VC
3205
Veery Capital
Delaware
$773K
FWP
3206
Falcon Wealth Planning
California
$772K
Aristotle Capital Management
3207
Aristotle Capital Management
California
$772K
RLIM
3208
Red Lighthouse Investment Management
New York
$767K
IWP
3209
Invenio Wealth Partners
Florida
$767K
BCM
3210
Bourgeon Capital Management
Connecticut
$767K
CPWA
3211
Cerro Pacific Wealth Advisors
California
$766K
TWM
3212
Trevian Wealth Management
Massachusetts
$766K
RW
3213
Rede Wealth
Virginia
$766K
TFA
3214
Tranquilli Financial Advisor
New Jersey
$765K
GPW
3215
Gentry Private Wealth
Kansas
$764K
TVAMP
3216
Tennessee Valley Asset Management Partners
Tennessee
$763K
SHFG
3217
S Harris Financial Group
Texas
$763K
TCM
3218
Tuttle Capital Management
Connecticut
$763K
KCP
3219
Kera Capital Partners
California
$758K
OCM
3220
Osbon Capital Management
Massachusetts
$758K
FCM
3221
Fieldview Capital Management
Michigan
$758K
HPWM
3222
High Point Wealth Management
New Jersey
$755K
NJIM
3223
Nabity-Jensen Investment Management
Nebraska
$755K
CFD
3224
Creative Financial Designs
Indiana
$754K
PCS
3225
Private Client Services
Kentucky
$753K