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
VBFP
4251
Valtinson Bruner Financial Planning
Minnesota
$217K
PRP
4252
Peak Retirement Planning
Ohio
$217K
YCG
4253
Yeomans Consulting Group
Georgia
$217K
SFC
4254
Summit Financial Consulting
Michigan
$217K
DC
4255
Defender Capital
North Carolina
$217K
AWC
4256
Adamsbrown Wealth Consultants
Kansas
$217K
BWA
4257
Brave Warrior Advisors
New York
$217K
PWM
4258
Parkway Wealth Management
Texas
$217K
WFP
4259
Wrenne Financial Planning
Kentucky
$216K
MIC
4260
Meridian Investment Counsel
California
$216K
DIA
4261
Dean Investment Associates
Ohio
$216K
BWM
4262
Bluebird Wealth Management
Massachusetts
$215K
SFO
4263
Standard Family Office
South Dakota
$215K
MSRI
4264
Michael S. Ryan Inc
New York
$215K
EWM
4265
Elevation Wealth Management
Minnesota
$215K
KBFS
4266
Kohmann Bosshard Financial Services
Ohio
$213K
SWP
4267
ShoreHaven Wealth Partners
New Jersey
$213K
FAM
4268
Flaharty Asset Management
Florida
$213K
SWG
4269
Summit Wealth Group
Vermont
$213K
SMFG
4270
Sumitomo Mitsui Financial Group
Japan
$213K
AWMNY
4271
Arcadia Wealth Management (New York)
New York
$212K
NCM
4272
Next Capital Management
New York
$212K
BWM
4273
Bosman Wealth Management
California
$210K
WAM
4274
Wilsey Asset Management
California
$210K
FCMT
4275
Founders Capital Management (Texas)
Texas
$210K