4,499 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 456 funds opening new positions, 1,776 increasing their positions, 1,829 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: $5.56B | Put options by funds: $5.52B

3% less repeat investments, than reductions

Existing positions increased: 1,776 | Existing positions reduced: 1,829

Holders
4,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
482
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
FA
3701
Fortis Advisors
Pennsylvania
$414K
TCMP
3702
Thrive Capital Management (Pennsylvania)
Pennsylvania
$414K
UFPG
3703
United Financial Planning Group
New York
$414K
PFA
3704
Pathway Financial Advisors
Vermont
$413K
BFPW
3705
BOK Financial Private Wealth
Colorado
$412K
LF
3706
LifeSteps Financial
California
$412K
RRWA
3707
Rainey & Randall Wealth Advisors
Florida
$411K
CRI
3708
Colonial River Investments
Virginia
$411K
NCM
3709
Neumann Capital Management
California
$410K
WW
3710
Westshore Wealth
California
$410K
MWM
3711
Momentous Wealth Management
Washington
$410K
CWM
3712
CCG Wealth Management
California
$410K
PRRFG
3713
Paul R. Ried Financial Group
Washington
$410K
MFPI
3714
Midwest Financial Partners Investments
Minnesota
$409K
FEM
3715
Fulcrum Equity Management
Texas
$409K
PBO
3716
Peoples Bank (Ohio)
Ohio
$405K
VA
3717
Veratis Advisors
North Carolina
$405K
BWG
3718
Berry Wealth Group
Texas
$405K
KCFA
3719
Key Client Fiduciary Advisors
New Jersey
$405K
MLFP
3720
MPS Loria Financial Planners
Illinois
$404K
TWM
3721
Triton Wealth Management
Arizona
$404K
SGI
3722
Swan Global Investments
Colorado
$403K
CWM
3723
Cedar Wealth Management
California
$403K
MAA
3724
Matrix Asset Advisors
New York
$403K
BRWM
3725
Blue Rock Wealth Management
North Carolina
$402K