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
NLWP
3776
Next Level Wealth Planning
Idaho
$389K
SWM
3777
Silverlake Wealth Management
Vermont
$389K
LOAMU
3778
Lombard Odier Asset Management (USA)
New York
$388K
PPH
3779
Pure Portfolios Holdings
Oregon
$387K
SEA
3780
Stegent Equity Advisors
Texas
$387K
EWA
3781
Encompass Wealth Advisors
Oregon
$386K
SFB
3782
STAR Financial Bank
Indiana
$386K
EMAM
3783
Encompass More Asset Management
California
$386K
4WM
3784
4J Wealth Management
Virginia
$384K
BDFN
3785
Bond & Devick Financial Network
Minnesota
$384K
JTWM
3786
Jackson Thornton Wealth Management
Alabama
$383K
LFASL
3787
Lugano Financial Advisors SA (LFA)
Switzerland
$383K
HCWM
3788
Hidden Cove Wealth Management
Washington
$382K
SIG
3789
Spinnaker Investment Group
California
$382K
SAMT
3790
Select Asset Management & Trust
Pennsylvania
$381K
BW
3791
BXM Wealth
Colorado
$380K
FF
3792
Francis Financial
$380K
VC
3793
Vicus Capital
Pennsylvania
$380K
BF
3794
Brogan Financial
Tennessee
$380K
WHCFA
3795
William Howard & Co Financial Advisors
Tennessee
$379K
FDW
3796
Fourth Dimension Wealth
Ohio
$379K
EAN
3797
Excelsior Advisor Network
Colorado
$378K
EL
3798
Essex LLC
Illinois
$378K
BBA
3799
Braun-Bostich & Associates
Pennsylvania
$378K
PI
3800
Pachira Investments
California
$377K