4,525 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 465 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
4,525
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
SWM
3276
Stronghold Wealth Management
Florida
$709K
HHRDM
3277
H&H Retirement Design & Management
Nevada
$709K
XWL
3278
XXI Wealth LLC
Illinois
$708K
MCM
3279
Monarch Capital Management
Indiana
$708K
CG
3280
Clifford Group
Massachusetts
$706K
IAS
3281
Integrity Advisory Solutions
Texas
$704K
CCA
3282
Carrera Capital Advisors
Michigan
$703K
SHFP
3283
Second Half Financial Partners
Florida
$702K
BFG
3284
Bouchey Financial Group
New York
$702K
UWPG
3285
Ullmann Wealth Partners Group
Florida
$702K
GSIS
3286
Global Strategic Investment Solutions
Arizona
$702K
APG
3287
Abacus Planning Group
South Carolina
$701K
JFG
3288
Juno Financial Group
Virginia
$700K
VFPW
3289
Vantage Financial Partners (Wisconsin)
Wisconsin
$700K
FWP
3290
Forefront Wealth Partners
Texas
$699K
CBT
3291
CoreFirst Bank & Trust
Kansas
$698K
BMM
3292
Berkshire Money Management
Massachusetts
$698K
PHWM
3293
Pine Harbor Wealth Management
Maryland
$697K
LMFP
3294
Larry Mathis Financial Planning
Arizona
$697K
NCG
3295
Newport Capital Group
New Jersey
$696K
GWM
3296
Greenwich Wealth Management
Connecticut
$696K
ELM
3297
Elite Life Management
Florida
$695K
PA
3298
Persium Advisors
Georgia
$695K
WPWM
3299
Western Pacific Wealth Management
Illinois
$694K
AR
3300
Apeiron RIA
Texas
$693K