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
DBRC
3226
D.B. Root & Company
Pennsylvania
$743K
LWA
3227
Legacy Wealth Advisors
Florida
$742K
SFGP
3228
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$740K
IF
3229
Integrity Financial
Wyoming
$740K
NIP
3230
Nicholas Investment Partners
California
$740K
KPWG
3231
KFA Private Wealth Group
Virginia
$739K
CWM
3232
Chemistry Wealth Management
New York
$739K
SIA
3233
SGL Investment Advisors
Montana
$738K
CIAM
3234
Caitong International Asset Management
Hong Kong
$738K
LCM
3235
LVM Capital Management
Michigan
$737K
HP
3236
Haven Private
Florida
$737K
LWANC
3237
Laurel Wealth Advisors (North Carolina)
North Carolina
$736K
BCI
3238
Blue Capital Inc
Nebraska
$736K
TWPM
3239
Total Wealth Planning & Management
Florida
$736K
ACM
3240
Academy Capital Management
Texas
$735K
IA
3241
Insight Advisors
Pennsylvania
$734K
RPCA
3242
Running Point Capital Advisors
California
$733K
PFW
3243
Petros Family Wealth
Minnesota
$730K
KFA
3244
Kelleher Financial Advisors
New York
$728K
DWM
3245
Dogwood Wealth Management
Kansas
$728K
PWS
3246
Precision Wealth Strategies
Missouri
$726K
NWMG
3247
National Wealth Management Group
Ohio
$726K
RAM
3248
Reflection Asset Management
South Carolina
$724K
LC
3249
Lincoln Capital
Nebraska
$723K
IWS
3250
Insight Wealth Strategies
California
$721K