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
HIS
3401
Harvest Investment Services
Illinois
$614K
DWM
3402
Defined Wealth Management
Oregon
$613K
CWA
3403
Canvas Wealth Advisors
Kansas
$612K
KI
3404
KTF Investments
California
$611K
PCMNC
3405
Piedmont Capital Management (North Carolina)
North Carolina
$610K
SRC
3406
Shufro Rose & Co
New York
$610K
VDI
3407
Vaughan David Investments
Illinois
$610K
CF
3408
Carter Financial
California
$610K
CPA
3409
Clear Point Advisors
New York
$608K
DDPIC
3410
Deroy & Devereaux Private Investment Counsel
Michigan
$608K
LWM
3411
LeConte Wealth Management
Tennessee
$605K
AF
3412
Apollon Financial
South Carolina
$603K
HZ
3413
Hixon Zuercher
Ohio
$603K
EWS
3414
Eagle Wealth Strategies
New Jersey
$602K
TPWA
3415
Twin Peaks Wealth Advisors
California
$601K
LGG
3416
Luts & Greenleigh Group
Maryland
$600K
BAM
3417
Bosun Asset Management
Illinois
$600K
MHR
3418
Matthew Hamilton Rosenberg
$600K
WF
3419
Wayfinding Financial
Washington
$599K
CL
3420
CLG LLC
California
$598K
JEST
3421
JTC Employer Solutions Trustee
Jersey
$596K
MO
3422
McMillan Office
Michigan
$594K
MFWP
3423
Mosaic Family Wealth Partners
Missouri
$594K
RA
3424
Riversedge Advisors
Delaware
$593K
BL
3425
Balentine LLC
Georgia
$591K