4,535 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 472 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
4,535
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
LSWM
1251
Lorne Steinberg Wealth Management
Canada
$9.85M
WPC
1252
Wedmont Private Capital
Pennsylvania
$9.84M
NS
1253
NBC Securities
Alabama
$9.83M
GCM
1254
Graham Capital Management
Connecticut
$9.83M
MF
1255
Milford Funds
$9.82M
AC
1256
Asio Capital
Kentucky
$9.75M
BFG
1257
Berger Financial Group
Minnesota
$9.74M
FCT
1258
Family Capital Trust
Massachusetts
$9.74M
LOPW
1259
Live Oak Private Wealth
North Carolina
$9.74M
LCM
1260
Logan Capital Management
Pennsylvania
$9.68M
AWA
1261
Aaron Wealth Advisors
Illinois
$9.68M
RCM
1262
RB Capital Management
Nevada
$9.64M
IMC Chicago
1263
IMC Chicago
Illinois
$9.61M
TFS
1264
Thoroughbred Financial Services
Tennessee
$9.6M
CWS
1265
Confluence Wealth Services
Pennsylvania
$9.6M
SWM
1266
SeaCrest Wealth Management
New York
$9.58M
IIM
1267
Ipswich Investment Management
Massachusetts
$9.57M
TCA
1268
Trifecta Capital Advisors
Illinois
$9.53M
CA
1269
Cullinan Associates
Kentucky
$9.48M
AWP
1270
Ascent Wealth Partners
New York
$9.47M
HCA
1271
Harbour Capital Advisors
Virginia
$9.47M
IAM
1272
Infusive Asset Management
New York
$9.46M
GC
1273
GFG Capital
Florida
$9.46M
SFP
1274
Shepherd Financial Partners
Massachusetts
$9.44M
LFG
1275
Larson Financial Group
Missouri
$9.44M