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
SWIM
4226
Smallwood Wealth Investment Management
New Jersey
$223K
PWM
4227
Provident Wealth Management
Tennessee
$222K
FSWA
4228
Financial Synergies Wealth Advisors
Texas
$222K
CWMGP
4229
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K
MWA
4230
Monograph Wealth Advisors
California
$221K
BGAI
4231
Bruce G. Allen Investments
Colorado
$221K
GFWA
4232
Grey Fox Wealth Advisors
Delaware
$221K
GWM
4233
Greenline Wealth Management
Florida
$220K
POIA
4234
Pin Oak Investment Advisors
Texas
$220K
TFG
4235
Taylor Financial Group
Virginia
$220K
PFG
4236
Pinnacle Financial Group
Illinois
$219K
PFA
4237
Pinnacle Family Advisors
Missouri
$219K
WCM
4238
Westend Capital Management
California
$219K
CW
4239
Code Waechter
Florida
$218K
DI
4240
Decision Investments
California
$218K
MAM
4241
Morse Asset Management
Connecticut
$218K
VBFP
4242
Valtinson Bruner Financial Planning
Minnesota
$217K
PRP
4243
Peak Retirement Planning
Ohio
$217K
YCG
4244
Yeomans Consulting Group
Georgia
$217K
SFC
4245
Summit Financial Consulting
Michigan
$217K
DC
4246
Defender Capital
North Carolina
$217K
AWC
4247
Adamsbrown Wealth Consultants
Kansas
$217K
BWA
4248
Brave Warrior Advisors
New York
$217K
PWM
4249
Parkway Wealth Management
Texas
$217K
WFP
4250
Wrenne Financial Planning
Kentucky
$216K