4,523 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 464 funds opening new positions, 1,780 increasing their positions, 1,838 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: 1,838

Holders
4,523
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
BA
4301
Brightwater Advisory
Florida
$201K
EWA
4302
Exit Wealth Advisors
Georgia
$201K
SWM
4303
SK Wealth Management
Rhode Island
$201K
IFA
4304
Independence Financial Advisors
New Hampshire
$201K
AWM
4305
AAF Wealth Management
Massachusetts
$201K
AWM
4306
Altus Wealth Management
Kentucky
$200K
NCM
4307
NCM Capital Management
New Jersey
$200K
WPA
4308
Wealth Preservation Advisors
Tennessee
$200K
T
4309
Tidemark
California
$199K
SR
4310
Swiss Re
Switzerland
$199K
IA
4311
IFS Advisors
Kansas
$198K
IPS
4312
Investors Portfolio Services
Washington
$192K
BHWM
4313
Bay Harbor Wealth Management
Maryland
$191K
WA
4314
Whipplewood Advisors
Colorado
$183K
FCG
4315
Financial Connections Group
California
$183K
BW
4316
Basepoint Wealth
Iowa
$183K
EPW
4317
Evergreen Private Wealth
Colorado
$181K
HC
4318
Hurley Capital
New York
$180K
NECFA
4319
New England Capital Financial Advisors
Connecticut
$178K
TWM
4320
Tripletail Wealth Management
Florida
$177K
1IA
4321
1620 Investment Advisors
Massachusetts
$176K
MLA
4322
MB, Levis & Associates
Pennsylvania
$176K
HNW
4323
High Note Wealth
Minnesota
$174K
AWM
4324
Activest Wealth Management
Florida
$170K
BL
4325
BFSG LLC
California
$169K