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
OPWM
3326
Oregon Pacific Wealth Management
Oregon
$666K
TI
3327
Truepoint Inc
Ohio
$665K
MWA
3328
Motive Wealth Advisors
Michigan
$665K
CNFG
3329
Creegan & Nassoura Financial Group
New Hampshire
$665K
WC
3330
Westhampton Capital
North Carolina
$664K
HCA
3331
Heck Capital Advisors
Wisconsin
$662K
MAG
3332
MRA Advisory Group
New Jersey
$662K
KNFPWM
3333
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$660K
CIG
3334
Cairn Investment Group
Washington
$659K
FC
3335
Fulcrum Capital
Washington
$659K
FA
3336
Fermata Advisors
California
$659K
HI
3337
Hudock Inc
Pennsylvania
$659K
CST
3338
Charles Schwab Trust
Nevada
$657K
CP
3339
Clarendon Private
Massachusetts
$656K
PIM
3340
Pullen Investment Management
Florida
$656K
IAG
3341
Ipsen Advisor Group
Arkansas
$654K
SPAS
3342
Spectrum Planning & Advisory Services
California
$654K
NFP
3343
Narus Financial Partners
Utah
$653K
IA
3344
Invested Advisors
Pennsylvania
$653K
LFA
3345
Legend Financial Advisors
Pennsylvania
$652K
OIM
3346
Oder Investment Management
California
$650K
HFS
3347
Howard Financial Services
Texas
$649K
MIG
3348
McGuire Investment Group
Rhode Island
$649K
RMC
3349
Ring Mountain Capital
California
$648K
CHA
3350
Cooper/Haims Advisors
New York
$648K