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
WPWM
3301
Western Pacific Wealth Management
Illinois
$694K
AR
3302
Apeiron RIA
Texas
$693K
MAC
3303
Mason & Associates (California)
California
$693K
LW
3304
Livet Wealth
Utah
$692K
TPBG
3305
Turning Point Benefit Group
Maryland
$692K
CFP
3306
Cypress Financial Planning
New Jersey
$690K
FCM
3307
FJ Capital Management
Virginia
$689K
RIP
3308
RAM Investment Partners
Washington
$688K
SWGC
3309
Summit Wealth Group (Colorado)
Colorado
$686K
WAM
3310
Winslow Asset Management
Ohio
$686K
NIWA
3311
New Insight Wealth Advisors
California
$686K
BPFA
3312
Barnes Pettey Financial Advisors
Mississippi
$686K
GEM
3313
Global Endowment Management
North Carolina
$684K
GSAM
3314
Grant Street Asset Management
Pennsylvania
$683K
CIP
3315
Convergence Investment Partners
Florida
$682K
PWC
3316
Pathfinder Wealth Consulting
North Carolina
$682K
ANC
3317
Ames National Corp
Iowa
$680K
JFA
3318
JNBA Financial Advisors
Minnesota
$680K
AWA
3319
AmeriServ Wealth Advisors
Pennsylvania
$680K
ME
3320
McIlrath & Eck
Washington
$680K
MAM
3321
Mainsail Asset Management
Alabama
$679K
DWA
3322
Dougherty Wealth Advisers
Minnesota
$676K
ML
3323
Mayport LLC
Massachusetts
$671K
LFS
3324
Legacy Financial Strategies
Kansas
$670K
BAS
3325
Breakthru Advisory Services
Wisconsin
$670K