4,530 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 470 funds opening new positions, 1,780 increasing their positions, 1,839 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: $5.58B | Put options by funds: $5.54B

3% less repeat investments, than reductions

Existing positions increased: 1,780 | Existing positions reduced: 1,839

Holders
4,530
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
485
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.58B
Puts
$5.54B
Net Calls
Net Calls Change

Top Sellers

1 -$890M
2 -$675M
3 -$598M
4
Goldman Sachs
Goldman Sachs
New York
-$555M
5
Edgewood Management
Edgewood Management
Connecticut
-$481M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
4201
PTM Wealth Management
United States
$229K
TWM
4202
TopTier Wealth Management
Wisconsin
$229K
WBG
4203
Wharton Business Group
Pennsylvania
$228K
OCA
4204
Odyssey Capital Advisors
Pennsylvania
$228K
SIM
4205
Synergy Investment Management
Florida
$228K
MAG
4206
Mayfair Advisory Group
Alabama
$228K
JWS
4207
Juncture Wealth Strategies
Arizona
$228K
MFP
4208
Meramec Financial Planners
Missouri
$227K
WRM
4209
Weybosset Research & Management
Rhode Island
$227K
MWM
4210
Madrid Wealth Management
New Mexico
$227K
PF
4211
Penney Financial
Texas
$226K
AGA
4212
Arkos Global Advisors
Texas
$226K
DAM
4213
Doheny Asset Management
California
$226K
EC
4214
Eaton-Cambridge
Arizona
$226K
DC
4215
Darrow Company
Massachusetts
$226K
CC
4216
Commons Capital
Massachusetts
$225K
RA
4217
Rational Advisors
New York
$225K
CA
4218
Cumberland Advisors
Florida
$224K
CFG
4219
Cosner Financial Group
Colorado
$224K
VPWA
4220
Vestia Personal Wealth Advisors
Indiana
$224K
KW
4221
Keyvantage Wealth
Pennsylvania
$224K
MWM
4222
Maltin Wealth Management
New Jersey
$224K
AIM
4223
Aigen Investment Management
New York
$223K
RA
4224
Rodgers & Associates
Pennsylvania
$223K
OCG
4225
Opus Capital Group
Ohio
$223K