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
FPW
4026
Flywheel Private Wealth
California
$276K
BO
4027
Bank OZK
Arkansas
$275K
IWM
4028
IMG Wealth Management
Florida
$275K
VC
4029
Vestor Capital
Illinois
$275K
CIM
4030
Catalyst Investment Management
New Hampshire
$275K
GRWPL
4031
Green Ridge Wealth Planning LLC
New Jersey
$275K
ST
4032
Somerset Trust
Pennsylvania
$275K
AF
4033
ASL Financial
California
$274K
DF
4034
Define Financial
California
$274K
V
4035
ViaWealth
Kansas
$273K
OWAL
4036
OakTrust Wealth Advisors, LLC
Connecticut
$273K
DI
4037
DDFG Inc
California
$273K
CP
4038
Capital Planning
Washington
$273K
ITB
4039
Idaho Trust Bank
Idaho
$272K
MBC
4040
Michael Brady & Co
Ohio
$271K
PJWM
4041
Philip James Wealth Mangement
Georgia
$271K
FS
4042
Financial Symmetry
North Carolina
$270K
CI
4043
Chartist Inc
California
$270K
PAG
4044
Paladin Advisory Group
Iowa
$270K
AEPWM
4045
Atlantic Edge Private Wealth Management
Florida
$270K
FWM
4046
Foguth Wealth Management
Michigan
$269K
LIM
4047
Lathrop Investment Management
Arkansas
$269K
AFM
4048
Armstrong Fleming & Moore
District of Columbia
$268K
EC
4049
EntryPoint Capital
New York
$268K
KCM
4050
Kendall Capital Management
Maryland
$268K