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
TCWM
3401
Total Clarity Wealth Management
Illinois
$617K
DWG
3402
Darden Wealth Group
Michigan
$617K
SFG
3403
SageGuard Financial Group
Tennessee
$616K
WFMPM
3404
Woodley Farra Manion Portfolio Management
Indiana
$616K
PFM
3405
Potomac Fund Management
Florida
$616K
SCM
3406
Sunbeam Capital Management
Georgia
$615K
HIS
3407
Harvest Investment Services
Illinois
$614K
DWM
3408
Defined Wealth Management
Oregon
$613K
CWA
3409
Canvas Wealth Advisors
Kansas
$612K
KI
3410
KTF Investments
California
$611K
PCMNC
3411
Piedmont Capital Management (North Carolina)
North Carolina
$610K
SRC
3412
Shufro Rose & Co
New York
$610K
VDI
3413
Vaughan David Investments
Illinois
$610K
CF
3414
Carter Financial
California
$610K
CPA
3415
Clear Point Advisors
New York
$608K
DDPIC
3416
Deroy & Devereaux Private Investment Counsel
Michigan
$608K
CIM
3417
Capital Investment Management
Missouri
$606K
LWM
3418
LeConte Wealth Management
Tennessee
$605K
AF
3419
Apollon Financial
South Carolina
$603K
HZ
3420
Hixon Zuercher
Ohio
$603K
EWS
3421
Eagle Wealth Strategies
New Jersey
$602K
TPWA
3422
Twin Peaks Wealth Advisors
California
$601K
LGG
3423
Luts & Greenleigh Group
Maryland
$600K
BAM
3424
Bosun Asset Management
Illinois
$600K
MHR
3425
Matthew Hamilton Rosenberg
$600K