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
ANC
3301
Ames National Corp
Iowa
$680K
JFA
3302
JNBA Financial Advisors
Minnesota
$680K
AWA
3303
AmeriServ Wealth Advisors
Pennsylvania
$680K
ME
3304
McIlrath & Eck
Washington
$680K
MAM
3305
Mainsail Asset Management
Alabama
$679K
DWA
3306
Dougherty Wealth Advisers
Minnesota
$676K
ML
3307
Mayport LLC
Massachusetts
$671K
LFS
3308
Legacy Financial Strategies
Kansas
$670K
BAS
3309
Breakthru Advisory Services
Wisconsin
$670K
HA
3310
Heartland Advisors
Wisconsin
$668K
RC
3311
Rovin Capital
Arizona
$667K
OPWM
3312
Oregon Pacific Wealth Management
Oregon
$666K
TI
3313
Truepoint Inc
Ohio
$665K
MWA
3314
Motive Wealth Advisors
Michigan
$665K
CNFG
3315
Creegan & Nassoura Financial Group
New Hampshire
$665K
WC
3316
Westhampton Capital
North Carolina
$664K
HCA
3317
Heck Capital Advisors
Wisconsin
$662K
MAG
3318
MRA Advisory Group
New Jersey
$662K
KNFPWM
3319
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$660K
CIG
3320
Cairn Investment Group
Washington
$659K
FC
3321
Fulcrum Capital
Washington
$659K
FA
3322
Fermata Advisors
California
$659K
HI
3323
Hudock Inc
Pennsylvania
$659K
CST
3324
Charles Schwab Trust
Nevada
$657K
CP
3325
Clarendon Private
Massachusetts
$656K