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
VBFP
4176
Valtinson Bruner Financial Planning
Minnesota
$217K
PRP
4177
Peak Retirement Planning
Ohio
$217K
YCG
4178
Yeomans Consulting Group
Georgia
$217K
SFC
4179
Summit Financial Consulting
Michigan
$217K
DC
4180
Defender Capital
North Carolina
$217K
AWC
4181
Adamsbrown Wealth Consultants
Kansas
$217K
BWA
4182
Brave Warrior Advisors
New York
$217K
PWM
4183
Parkway Wealth Management
Texas
$217K
WFP
4184
Wrenne Financial Planning
Kentucky
$216K
MIC
4185
Meridian Investment Counsel
California
$216K
DIA
4186
Dean Investment Associates
Ohio
$216K
BWM
4187
Bluebird Wealth Management
Massachusetts
$215K
SFO
4188
Standard Family Office
South Dakota
$215K
MSRI
4189
Michael S. Ryan Inc
New York
$215K
EWM
4190
Elevation Wealth Management
Minnesota
$215K
KBFS
4191
Kohmann Bosshard Financial Services
Ohio
$213K
SWP
4192
ShoreHaven Wealth Partners
New Jersey
$213K
FAM
4193
Flaharty Asset Management
Florida
$213K
SWG
4194
Summit Wealth Group
Vermont
$213K
SMFG
4195
Sumitomo Mitsui Financial Group
Japan
$213K
AWMNY
4196
Arcadia Wealth Management (New York)
New York
$212K
NCM
4197
Next Capital Management
New York
$212K
WAM
4198
Wilsey Asset Management
California
$210K
BWM
4199
Bosman Wealth Management
California
$210K
FCMT
4200
Founders Capital Management (Texas)
Texas
$210K