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
BW
4251
Basepoint Wealth
Iowa
$183K
EPW
4252
Evergreen Private Wealth
Colorado
$181K
HC
4253
Hurley Capital
New York
$180K
NECFA
4254
New England Capital Financial Advisors
Connecticut
$178K
TWM
4255
Tripletail Wealth Management
Florida
$177K
1IA
4256
1620 Investment Advisors
Massachusetts
$176K
MLA
4257
MB, Levis & Associates
Pennsylvania
$176K
HNW
4258
High Note Wealth
Minnesota
$174K
AWM
4259
Activest Wealth Management
Florida
$170K
BL
4260
BFSG LLC
California
$169K
VWA
4261
Valued Wealth Advisors
Utah
$168K
JWM
4262
Jupiter Wealth Management
Colorado
$162K
SI
4263
Sava Infond
Slovenia
$161K
HC
4264
Hara Capital
Washington
$161K
CFM
4265
Cornerstone Financial Management
Massachusetts
$160K
AFC
4266
Ares Financial Consulting
California
$154K
CMP
4267
Coston McIsaac & Partners
Maine
$151K
EF
4268
Entrust Financial
Pennsylvania
$150K
IWP
4269
IAG Wealth Partners
Wisconsin
$149K
S
4270
Sachetta
Massachusetts
$146K
GC
4271
Globeflex Capital
California
$144K
FGAM
4272
Financial Gravity Asset Management
Texas
$142K
RTL
4273
Red Tortoise LLC
Georgia
$141K
CP
4274
Camelot Portfolios
Ohio
$140K
HB
4275
Horizon Bancorp
Indiana
$140K