4,540 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 476 funds opening new positions, 1,783 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: 1,783 | Existing positions reduced: 1,839

Holders
4,540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
486
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
HFP
3376
Holistic Financial Partners
Indiana
$637K
JWM
3377
Jeppson Wealth Management
California
$636K
WMN
3378
Wealth Management Nebraska
Nebraska
$636K
TFM
3379
TFC Financial Management
Massachusetts
$635K
WSFG
3380
Wall Street Financial Group
Illinois
$635K
Group One Trading
3381
Group One Trading
Illinois
$635K
FDS
3382
First Dallas Securities
Texas
$633K
SPW
3383
Signet Private Wealth
Illinois
$632K
FA
3384
Financial Alternatives
California
$632K
CRA
3385
Clear Retirement Advice
California
$632K
LI
3386
LifeWealth Investments
Florida
$628K
TRIA
3387
Trail Ridge Investment Advisors
Colorado
$628K
CA
3388
COFG Advisors
Illinois
$627K
PCI
3389
Planning Center Inc
Illinois
$626K
MWM
3390
Manske Wealth Management
Texas
$625K
SFG
3391
Seamount Financial Group
Colorado
$624K
IWP
3392
Innova Wealth Partners
Pennsylvania
$623K
SNPAM
3393
St. Nicholas Private Asset Management
Florida
$623K
GFG
3394
Goldstone Financial Group
Illinois
$622K
HCA
3395
Hardworking Capital Advisors
California
$622K
CWA
3396
Centennial Wealth Advisory
Michigan
$622K
TWA
3397
Talisman Wealth Advisors
New Jersey
$621K
VW
3398
Vantus Wealth
Pennsylvania
$620K
BAM
3399
Bellevue Asset Management
Washington
$620K
MSG
3400
Main Street Group
Virginia
$619K