4,539 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 475 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
4,539
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
MCM
4301
Marathon Capital Management
Maryland
$205K
ATFA
4302
All Terrain Financial Advisors
Minnesota
$205K
PWA
4303
Providence Wealth Advisors
Illinois
$205K
JF
4304
Joule Financial
Kentucky
$204K
TA
4305
TrueWealth Advisors
Alabama
$204K
PHWA
4306
Petersen Hastings Wealth Advisors
Washington
$204K
SRL
4307
Scientech Research LLC
New Jersey
$203K
SAP
4308
Strategic Advisory Partners
North Carolina
$203K
WPIC
4309
White Pine Investment Company
Michigan
$203K
NI
4310
NCP Inc
California
$203K
SWA
4311
ShankerValleau Wealth Advisors
Illinois
$202K
BCM
4312
Boltwood Capital Management
California
$202K
ZWA
4313
Zinnia Wealth Advisory
Florida
$202K
WAL
4314
W Advisors LLC
Tennessee
$201K
CIM
4315
Confluence Investment Management
Missouri
$201K
BA
4316
Brightwater Advisory
Florida
$201K
EWA
4317
Exit Wealth Advisors
Georgia
$201K
SWM
4318
SK Wealth Management
Rhode Island
$201K
IFA
4319
Independence Financial Advisors
New Hampshire
$201K
AWM
4320
AAF Wealth Management
Massachusetts
$201K
NCM
4321
NCM Capital Management
New Jersey
$200K
AWM
4322
Altus Wealth Management
Kentucky
$200K
WPA
4323
Wealth Preservation Advisors
Tennessee
$200K
T
4324
Tidemark
California
$199K
SR
4325
Swiss Re
Switzerland
$199K