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
CRI
1526
Commonwealth Retirement Investments
Virginia
$6.22M
KWA
1527
Kingswood Wealth Advisors
California
$6.22M
EWA
1528
EverSource Wealth Advisors
Alabama
$6.21M
VA
1529
VestGen Advisors
Illinois
$6.21M
TNA
1530
True North Advisors
Texas
$6.19M
JF
1531
Jericho Financial
Ohio
$6.16M
FMN
1532
Financial Management Network
California
$6.16M
AGM
1533
Aragon Global Management
Florida
$6.15M
JA
1534
JLB & Associates
Michigan
$6.15M
PWM
1535
Palumbo Wealth Management
New York
$6.14M
KM
1536
KP Management
Minnesota
$6.14M
CSA
1537
Cottage Street Advisors
Massachusetts
$6.13M
OLA
1538
Oliver Luxxe Assets
New Jersey
$6.13M
VPI
1539
Value Partners Investments
Manitoba, Canada
$6.13M
JSW
1540
Journey Strategic Wealth
New Jersey
$6.13M
XT
1541
XTX Topco
Cayman Islands
$6.12M
BCM
1542
Berbice Capital Management
New York
$6.11M
RWB
1543
RMR Wealth Builders
New Jersey
$6.1M
RCWM
1544
Royal Capital Wealth Management
Indiana
$6.1M
PA
1545
Procyon Advisors
Connecticut
$6.1M
GFA
1546
Gifford Fong Associates
California
$6.09M
SRM
1547
Shelter Rock Management
New York
$6.09M
TPCW
1548
TD Private Client Wealth
New York
$6.09M
OCM
1549
Oribel Capital Management
New York
$6.07M
DR
1550
Davis Rea
Ontario, Canada
$6.06M