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
BAG
4001
Bauman Advisory Group
Nevada
$293K
AIA
4002
Alternative Investment Advisors
Florida
$293K
FH
4003
Financial Harvest
Florida
$293K
JTF
4004
J. Team Financial
Texas
$293K
CCM
4005
Collar Capital Management
Wisconsin
$292K
VWM
4006
Vermillion Wealth Management
Minnesota
$291K
EA
4007
Eclectic Associates
California
$290K
AA
4008
ACT Advisors
North Carolina
$290K
EF
4009
Exeter Financial
Arizona
$290K
BBW
4010
Blue Barn Wealth
Utah
$290K
SP
4011
Symmetry Partners
Connecticut
$290K
HAS
4012
Holland Advisory Services
Florida
$289K
CKAIS
4013
Christensen King & Associates Investment Services
Washington
$289K
SWM
4014
Shrier Wealth Management
California
$289K
AWM
4015
Athena Wealth Management
Nevada
$288K
USB
4016
Union Savings Bank
Connecticut
$288K
SO
4017
Sierra Ocean
California
$288K
LAM
4018
Lountzis Asset Management
Pennsylvania
$288K
MAM
4019
MMA Asset Management
Pennsylvania
$288K
TIM
4020
Total Investment Management
Arizona
$287K
HWMC
4021
Heritage Wealth Management (California)
California
$287K
MCM
4022
MontVue Capital Management
Virginia
$287K
HFS
4023
Hopwood Financial Services
Virginia
$286K
WFS
4024
Widmann Financial Services
Maryland
$286K
RS
4025
Rakuten Securities
Japan
$285K