4,496 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 1,776 increasing their positions, 1,829 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: $5.56B | Put options by funds: $5.52B

3% less repeat investments, than reductions

Existing positions increased: 1,776 | Existing positions reduced: 1,829

Holders
4,496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
481
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
EWM
4226
Elevation Wealth Management
Minnesota
$215K
KBFS
4227
Kohmann Bosshard Financial Services
Ohio
$213K
SWP
4228
ShoreHaven Wealth Partners
New Jersey
$213K
FAM
4229
Flaharty Asset Management
Florida
$213K
SWG
4230
Summit Wealth Group
Vermont
$213K
SMFG
4231
Sumitomo Mitsui Financial Group
Japan
$213K
AWMNY
4232
Arcadia Wealth Management (New York)
New York
$212K
NCM
4233
Next Capital Management
New York
$212K
WAM
4234
Wilsey Asset Management
California
$210K
BWM
4235
Bosman Wealth Management
California
$210K
FCMT
4236
Founders Capital Management (Texas)
Texas
$210K
MW
4237
Marrick Wealth
California
$210K
RIA
4238
RPG Investment Advisory
California
$210K
CAP
4239
Cordoba Advisory Partners
New York
$210K
RK
4240
Rather & Kittrell
Tennessee
$210K
BC
4241
Barrett & Company
Rhode Island
$209K
RFWL
4242
Redwood Family Wealth LLC
Texas
$209K
SWM
4243
Stonebridge Wealth Management
Illinois
$209K
SWA
4244
Serenus Wealth Advisors
California
$208K
SLPL
4245
Storen Legacy Partners, LLC
Indiana
$208K
PWA
4246
Provenance Wealth Advisors
Florida
$207K
PIA
4247
Panoramic Investment Advisors
Colorado
$207K
AWM
4248
Adams Wealth Management
Utah
$207K
CI
4249
CacheTech Inc
Utah
$207K
TA
4250
Teramo Advisors
Florida
$207K