4,453 hedge funds and large institutions have $523B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 427 funds opening new positions, 1,767 increasing their positions, 1,821 reducing their positions, and 132 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:

4% more capital invested

Capital invested by funds: $503B → $523B (+$20.3B)

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: 1,767 | Existing positions reduced: 1,821

Holders
4,453
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
478
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
RA
4151
Rational Advisors
New York
$225K
CA
4152
Cumberland Advisors
Florida
$224K
CFG
4153
Cosner Financial Group
Colorado
$224K
VPWA
4154
Vestia Personal Wealth Advisors
Indiana
$224K
KW
4155
Keyvantage Wealth
Pennsylvania
$224K
MWM
4156
Maltin Wealth Management
New Jersey
$224K
AIM
4157
Aigen Investment Management
New York
$223K
RA
4158
Rodgers & Associates
Pennsylvania
$223K
OCG
4159
Opus Capital Group
Ohio
$223K
SWIM
4160
Smallwood Wealth Investment Management
New Jersey
$223K
PWM
4161
Provident Wealth Management
Tennessee
$222K
FSWA
4162
Financial Synergies Wealth Advisors
Texas
$222K
CWMGP
4163
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K
MWA
4164
Monograph Wealth Advisors
California
$221K
BGAI
4165
Bruce G. Allen Investments
Colorado
$221K
GFWA
4166
Grey Fox Wealth Advisors
Delaware
$221K
GWM
4167
Greenline Wealth Management
Florida
$220K
POIA
4168
Pin Oak Investment Advisors
Texas
$220K
TFG
4169
Taylor Financial Group
Virginia
$220K
PFG
4170
Pinnacle Financial Group
Illinois
$219K
PFA
4171
Pinnacle Family Advisors
Missouri
$219K
WCM
4172
Westend Capital Management
California
$219K
CW
4173
Code Waechter
Florida
$218K
DI
4174
Decision Investments
California
$218K
MAM
4175
Morse Asset Management
Connecticut
$218K