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
MG
1251
McHugh Group
Ohio
$9.85M
LSWM
1252
Lorne Steinberg Wealth Management
Canada
$9.85M
WPC
1253
Wedmont Private Capital
Pennsylvania
$9.84M
NS
1254
NBC Securities
Alabama
$9.83M
GCM
1255
Graham Capital Management
Connecticut
$9.83M
MF
1256
Milford Funds
$9.82M
AC
1257
Asio Capital
Kentucky
$9.75M
BFG
1258
Berger Financial Group
Minnesota
$9.74M
FCT
1259
Family Capital Trust
Massachusetts
$9.74M
LOPW
1260
Live Oak Private Wealth
North Carolina
$9.74M
LCM
1261
Logan Capital Management
Pennsylvania
$9.68M
AWA
1262
Aaron Wealth Advisors
Illinois
$9.68M
RCM
1263
RB Capital Management
Nevada
$9.64M
IMC Chicago
1264
IMC Chicago
Illinois
$9.61M
TFS
1265
Thoroughbred Financial Services
Tennessee
$9.6M
CWS
1266
Confluence Wealth Services
Pennsylvania
$9.6M
SWM
1267
SeaCrest Wealth Management
New York
$9.58M
IIM
1268
Ipswich Investment Management
Massachusetts
$9.57M
TCA
1269
Trifecta Capital Advisors
Illinois
$9.53M
CA
1270
Cullinan Associates
Kentucky
$9.48M
AWP
1271
Ascent Wealth Partners
New York
$9.47M
HCA
1272
Harbour Capital Advisors
Virginia
$9.47M
IAM
1273
Infusive Asset Management
New York
$9.46M
GC
1274
GFG Capital
Florida
$9.46M
SFP
1275
Shepherd Financial Partners
Massachusetts
$9.44M