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
PWA
3901
Phoenix Wealth Advisors
North Carolina
$333K
OGF
3902
Orin Green Financial
California
$333K
CPW
3903
Cogent Private Wealth
Florida
$333K
DWA
3904
Delap Wealth Advisory
Oregon
$333K
AAG
3905
Asset Advisory Group
New Jersey
$333K
KSWWM
3906
Keyes Stange & Wooten Wealth Management
Florida
$331K
Betterment LLC
3907
Betterment LLC
New York
$331K
EP
3908
Ehrenkranz Partners
New York
$330K
SFGM
3909
Stonebridge Financial Group (Missouri)
Missouri
$330K
IWM
3910
Integris Wealth Management
California
$329K
HA
3911
Helium Advisors
Washington
$328K
NWM
3912
Nolet Wealth Management
Texas
$328K
TT
3913
TI-Trust
Illinois
$328K
OC
3914
Optima Capital
Oregon
$327K
CMP
3915
Courage Miller Partners
Virginia
$327K
PA
3916
ProCore Advisors
California
$327K
RI
3917
Rinkey Investments
California
$325K
SP
3918
SWS Partners
Ohio
$325K
LC
3919
LCNB Corp
Ohio
$324K
MHIC
3920
Marble Harbor Investment Counsel
Massachusetts
$324K
LFP
3921
Lakeshore Financial Planning
Michigan
$324K
FGI
3922
Foresight Global Investors
New York
$324K
PWM
3923
Platform Wealth Management
Utah
$324K
RWM
3924
Rialto Wealth Management
New York
$323K
AAS
3925
AdviceOne Advisory Services
Connecticut
$323K