4,523 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 464 funds opening new positions, 1,780 increasing their positions, 1,838 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: 1,838

Holders
4,523
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
JWS
4201
Juncture Wealth Strategies
Arizona
$228K
MFP
4202
Meramec Financial Planners
Missouri
$227K
WRM
4203
Weybosset Research & Management
Rhode Island
$227K
MWM
4204
Madrid Wealth Management
New Mexico
$227K
PF
4205
Penney Financial
Texas
$226K
AGA
4206
Arkos Global Advisors
Texas
$226K
DAM
4207
Doheny Asset Management
California
$226K
EC
4208
Eaton-Cambridge
Arizona
$226K
DC
4209
Darrow Company
Massachusetts
$226K
CC
4210
Commons Capital
Massachusetts
$225K
RA
4211
Rational Advisors
New York
$225K
CA
4212
Cumberland Advisors
Florida
$224K
CFG
4213
Cosner Financial Group
Colorado
$224K
VPWA
4214
Vestia Personal Wealth Advisors
Indiana
$224K
KW
4215
Keyvantage Wealth
Pennsylvania
$224K
MWM
4216
Maltin Wealth Management
New Jersey
$224K
AIM
4217
Aigen Investment Management
New York
$223K
RA
4218
Rodgers & Associates
Pennsylvania
$223K
OCG
4219
Opus Capital Group
Ohio
$223K
SWIM
4220
Smallwood Wealth Investment Management
New Jersey
$223K
PWM
4221
Provident Wealth Management
Tennessee
$222K
FSWA
4222
Financial Synergies Wealth Advisors
Texas
$222K
CWMGP
4223
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K
MWA
4224
Monograph Wealth Advisors
California
$221K
BGAI
4225
Bruce G. Allen Investments
Colorado
$221K