4,452 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, 1,820 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: 1,820

Holders
4,452
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
JF
4226
Joule Financial
Kentucky
$204K
TA
4227
TrueWealth Advisors
Alabama
$204K
PHWA
4228
Petersen Hastings Wealth Advisors
Washington
$204K
SRL
4229
Scientech Research LLC
New Jersey
$203K
WPIC
4230
White Pine Investment Company
Michigan
$203K
NI
4231
NCP Inc
California
$203K
SWA
4232
ShankerValleau Wealth Advisors
Illinois
$202K
BCM
4233
Boltwood Capital Management
California
$202K
ZWA
4234
Zinnia Wealth Advisory
Florida
$202K
WAL
4235
W Advisors LLC
Tennessee
$201K
CIM
4236
Confluence Investment Management
Missouri
$201K
BA
4237
Brightwater Advisory
Florida
$201K
EWA
4238
Exit Wealth Advisors
Georgia
$201K
SWM
4239
SK Wealth Management
Rhode Island
$201K
IFA
4240
Independence Financial Advisors
New Hampshire
$201K
AWM
4241
AAF Wealth Management
Massachusetts
$201K
AWM
4242
Altus Wealth Management
Kentucky
$200K
WPA
4243
Wealth Preservation Advisors
Tennessee
$200K
T
4244
Tidemark
California
$199K
SR
4245
Swiss Re
Switzerland
$199K
IA
4246
IFS Advisors
Kansas
$198K
IPS
4247
Investors Portfolio Services
Washington
$192K
BHWM
4248
Bay Harbor Wealth Management
Maryland
$191K
WA
4249
Whipplewood Advisors
Colorado
$183K
FCG
4250
Financial Connections Group
California
$183K