4,455 hedge funds and large institutions have $523B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 427 funds opening new positions, 1,768 increasing their positions, 1,822 reducing their positions, and 132 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:

4% more capital invested

Capital invested by funds: $503B → $523B (+$20.4B)

1% more call options, than puts

Call options by funds: $5.56B | Put options by funds: $5.52B

3% less repeat investments, than reductions

Existing positions increased: 1,768 | Existing positions reduced: 1,822

Holders
4,455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
479
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.56B
Puts
$5.52B
Net Calls
Net Calls Change

Top Sellers

1 -$890M
2 -$675M
3 -$598M
4
Goldman Sachs
Goldman Sachs
New York
-$558M
5
Edgewood Management
Edgewood Management
Connecticut
-$481M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3676
Pathway Financial Advisors
Vermont
$413K
BFPW
3677
BOK Financial Private Wealth
Colorado
$412K
LF
3678
LifeSteps Financial
California
$412K
RRWA
3679
Rainey & Randall Wealth Advisors
Florida
$411K
CRI
3680
Colonial River Investments
Virginia
$411K
NCM
3681
Neumann Capital Management
California
$410K
WW
3682
Westshore Wealth
California
$410K
MWM
3683
Momentous Wealth Management
Washington
$410K
CWM
3684
CCG Wealth Management
California
$410K
PRRFG
3685
Paul R. Ried Financial Group
Washington
$410K
MFPI
3686
Midwest Financial Partners Investments
Minnesota
$409K
FEM
3687
Fulcrum Equity Management
Texas
$409K
PBO
3688
Peoples Bank (Ohio)
Ohio
$405K
VA
3689
Veratis Advisors
North Carolina
$405K
BWG
3690
Berry Wealth Group
Texas
$405K
KCFA
3691
Key Client Fiduciary Advisors
New Jersey
$405K
MLFP
3692
MPS Loria Financial Planners
Illinois
$404K
TWM
3693
Triton Wealth Management
Arizona
$404K
SGI
3694
Swan Global Investments
Colorado
$403K
CWM
3695
Cedar Wealth Management
California
$403K
MAA
3696
Matrix Asset Advisors
New York
$403K
BRWM
3697
Blue Rock Wealth Management
North Carolina
$402K
CB
3698
Centennial Bank
Arkansas
$402K
BBWP
3699
Beacon Bridge Wealth Partners
Pennsylvania
$401K
MCM
3700
M1 Capital Management
Michigan
$400K