We are live on ! Find out more

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
HPA
4151
High Probability Advisors
New York
$255K
AAIM
4152
Asset Advisors Investment Management
Georgia
$255K
DFG
4153
Dynamic Financial Group
Iowa
$255K
IPW
4154
Inlet Private Wealth
Florida
$255K
WFA
4155
WJ Financial Advisors
Connecticut
$254K
LFGO
4156
Legacy Financial Group (Oklahoma)
Oklahoma
$254K +$3.75K +11 +2%
PCMF
4157
Private Capital Management (Florida)
Florida
$254K -$3.75K -11 -1%
HFS
4158
Hoge Financial Services
Pennsylvania
$252K +$11.6K +34 +5%
WMA
4159
William Mack & Associates
Michigan
$252K -$14K -41 -5%
SEP
4160
Southland Equity Partners
Missouri
$252K -$12.3K -36 -5%
FDDB
4161
Fidelity D&D Bancorp
Pennsylvania
$252K -$25.6K -75 -9%
PPA
4162
Pacific Point Advisors
California
$252K +$244K +717 New
CFG
4163
Copley Financial Group
California
$251K -$386K -1,134 -61%
ADMI
4164
Albert D. Mason Inc
Massachusetts
$251K -$1.7K -5 -0.7%
LAM
4165
Lakewood Asset Management
Illinois
$251K +$341 +1 +0.1%
GSC
4166
G&S Capital
Colorado
$250K -$32.7K -96 -12%
PWM
4167
Prosperity Wealth Management
California
$250K +$1.7K +5 +0.7%
HHGA
4168
Halbert Hargrove Global Advisors
California
$250K -$25.2K -74 -9%
CFP
4169
Comprehensive Financial Planning
Pennsylvania
$250K +$34.1K +100 +16%
SNBOSCI
4170
Security National Bank of Sioux City Iowa
Iowa
$249K
WMWM
4171
Wilkins Miller Wealth Management
Alabama
$249K +$341 +1 +0.1%
PP
4172
PFS Partners
New Jersey
$248K
PFA
4173
Pettinga Financial Advisors
Indiana
$248K +$36.8K +108 +18%
AWM
4174
Abound Wealth Management
Tennessee
$247K -$59.3K -174 -20%
SI
4175
Stirlingshire Investments
New York
$247K +$240K +704 New