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4,587 hedge funds and large institutions have $528B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 505 funds opening new positions, 1,789 increasing their positions, 1,846 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 505 | Existing positions closed: 134

9% more funds holding in top 10

Funds holding in top 10: 449489 (+40)

7% more funds holding

Funds holding: 4,3064,587 (+281)

2.02% more ownership

Funds ownership: 86.9%88.92% (+2%)

5% more capital invested

Capital invested by funds: $504B → $528B (+$24B)

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: 1,789 | Existing positions reduced: 1,846

Holders
4,587
Holders Change
+281
Holders Change %
+6.53%
% of All Funds
55.81%
Holding in Top 10
489
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+8.91%
% of All Funds
5.95%
New
505
Increased
1,789
Reduced
1,846
Closed
134
Calls
$5.58B
Puts
$5.54B
Net Calls
+$37M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
4101
Somerset Trust
Pennsylvania
$275K
AF
4102
ASL Financial
California
$274K +$266K +782 New
DF
4103
Define Financial
California
$274K +$681 +2 +0.3%
V
4104
ViaWealth
Kansas
$273K -$37.8K -111 -12%
OWA
4105
OakTrust Wealth Advisors
Connecticut
$273K +$265K +779 New
DI
4106
DDFG Inc
California
$273K +$341 +1 +0.1%
CP
4107
Capital Planning
Washington
$273K
ITB
4108
Idaho Trust Bank
Idaho
$272K -$33K -97 -11%
MBC
4109
Michael Brady & Co
Ohio
$271K +$263K +773 New
PJWM
4110
Philip James Wealth Mangement
Georgia
$271K -$14K -41 -5%
FS
4111
Financial Symmetry
North Carolina
$270K
CI
4112
Chartist Inc
California
$270K
PAG
4113
Paladin Advisory Group
Iowa
$270K
AEPWM
4114
Atlantic Edge Private Wealth Management
Florida
$270K -$32.4K -95 -11%
FWM
4115
Foguth Wealth Management
Michigan
$269K +$265K +777 New
LIM
4116
Lathrop Investment Management
Arkansas
$269K +$261K +767 New
AFM
4117
Armstrong Fleming & Moore
District of Columbia
$268K
EC
4118
EntryPoint Capital
New York
$268K +$3.75K +11 +1%
KCM
4119
Kendall Capital Management
Maryland
$268K +$32K +94 +14%
MP
4120
McDonald Partners
Ohio
$267K -$236K -692 -48%
BLWM
4121
Bucket List Wealth Management
Florida
$267K +$259K +761 New
MAMG
4122
Milestone Asset Management Group
Connecticut
$267K +$259K +760 New
GPW
4123
Gray Private Wealth
Massachusetts
$266K
VR
4124
Valued Retirements
Texas
$266K +$17K +50 +7%
PA
4125
Prossimo Advisors
California
$265K -$107K -313 -29%