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
HP
3251
Haven Private
Florida
$737K
LWANC
3252
Laurel Wealth Advisors (North Carolina)
North Carolina
$736K
BCI
3253
Blue Capital Inc
Nebraska
$736K
TWPM
3254
Total Wealth Planning & Management
Florida
$736K
ACM
3255
Academy Capital Management
Texas
$735K
IA
3256
Insight Advisors
Pennsylvania
$734K
RPCA
3257
Running Point Capital Advisors
California
$733K
PFW
3258
Petros Family Wealth
Minnesota
$730K
KFA
3259
Kelleher Financial Advisors
New York
$728K
DWM
3260
Dogwood Wealth Management
Kansas
$728K
PWS
3261
Precision Wealth Strategies
Missouri
$726K
NWMG
3262
National Wealth Management Group
Ohio
$726K
RAM
3263
Reflection Asset Management
South Carolina
$724K
LC
3264
Lincoln Capital
Nebraska
$723K
IWS
3265
Insight Wealth Strategies
California
$721K
DPI
3266
Diversified Portfolios Inc
Michigan
$721K
GC
3267
Garde Capital
Washington
$721K
AFGAS
3268
Allegiance Financial Group Advisory Services
Virginia
$720K
XPN
3269
XY Planning Network
Montana
$720K
CSB
3270
City State Bank
Iowa
$716K
BWA
3271
BlueChip Wealth Advisors
Georgia
$714K
PNFSL
3272
PW Nova Financial Services LLC
Pennsylvania
$714K
GP
3273
Guardian Partners
Canada
$713K
FL
3274
FreeGulliver LLC
Louisiana
$712K
ABWM
3275
Alpine Bank Wealth Management
Colorado
$712K