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
NI
4301
NCP Inc
California
$203K
SWA
4302
ShankerValleau Wealth Advisors
Illinois
$202K
BCM
4303
Boltwood Capital Management
California
$202K
ZWA
4304
Zinnia Wealth Advisory
Florida
$202K
WAL
4305
W Advisors LLC
Tennessee
$201K
CIM
4306
Confluence Investment Management
Missouri
$201K
BA
4307
Brightwater Advisory
Florida
$201K
EWA
4308
Exit Wealth Advisors
Georgia
$201K
SWM
4309
SK Wealth Management
Rhode Island
$201K
IFA
4310
Independence Financial Advisors
New Hampshire
$201K
AWM
4311
AAF Wealth Management
Massachusetts
$201K
NCM
4312
NCM Capital Management
New Jersey
$200K
AWM
4313
Altus Wealth Management
Kentucky
$200K
WPA
4314
Wealth Preservation Advisors
Tennessee
$200K
T
4315
Tidemark
California
$199K
SR
4316
Swiss Re
Switzerland
$199K
IA
4317
IFS Advisors
Kansas
$198K
IPS
4318
Investors Portfolio Services
Washington
$192K
BHWM
4319
Bay Harbor Wealth Management
Maryland
$191K
WA
4320
Whipplewood Advisors
Colorado
$183K
FCG
4321
Financial Connections Group
California
$183K
BW
4322
Basepoint Wealth
Iowa
$183K
EPW
4323
Evergreen Private Wealth
Colorado
$181K
HC
4324
Hurley Capital
New York
$180K
NECFA
4325
New England Capital Financial Advisors
Connecticut
$178K