4,540 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 476 funds opening new positions, 1,783 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: 1,783 | Existing positions reduced: 1,839

Holders
4,540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
486
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
CFG
4226
Cosner Financial Group
Colorado
$224K
CA
4227
Cumberland Advisors
Florida
$224K
VPWA
4228
Vestia Personal Wealth Advisors
Indiana
$224K
KW
4229
Keyvantage Wealth
Pennsylvania
$224K
MWM
4230
Maltin Wealth Management
New Jersey
$224K
AIM
4231
Aigen Investment Management
New York
$223K
RA
4232
Rodgers & Associates
Pennsylvania
$223K
TWM
4233
Tortuga Wealth Management
California
$223K
OCG
4234
Opus Capital Group
Ohio
$223K
SWIM
4235
Smallwood Wealth Investment Management
New Jersey
$223K
PWM
4236
Provident Wealth Management
Tennessee
$222K
FSWA
4237
Financial Synergies Wealth Advisors
Texas
$222K
CWMGP
4238
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K
MWA
4239
Monograph Wealth Advisors
California
$221K
BGAI
4240
Bruce G. Allen Investments
Colorado
$221K
GFWA
4241
Grey Fox Wealth Advisors
Delaware
$221K
GWM
4242
Greenline Wealth Management
Florida
$220K
POIA
4243
Pin Oak Investment Advisors
Texas
$220K
TFG
4244
Taylor Financial Group
Virginia
$220K
PFG
4245
Pinnacle Financial Group
Illinois
$219K
PFA
4246
Pinnacle Family Advisors
Missouri
$219K
WCM
4247
Westend Capital Management
California
$219K
CW
4248
Code Waechter
Florida
$218K
DI
4249
Decision Investments
California
$218K
MAM
4250
Morse Asset Management
Connecticut
$218K