4,478 hedge funds and large institutions have $523B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 442 funds opening new positions, 1,771 increasing their positions, 1,826 reducing their positions, and 132 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:

4% more capital invested

Capital invested by funds: $503B → $523B (+$20.5B)

1% more call options, than puts

Call options by funds: $5.56B | Put options by funds: $5.52B

3% less repeat investments, than reductions

Existing positions increased: 1,771 | Existing positions reduced: 1,826

Holders
4,478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
479
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.56B
Puts
$5.52B
Net Calls
Net Calls Change

Top Sellers

1 -$890M
2 -$675M
3 -$598M
4
Goldman Sachs
Goldman Sachs
New York
-$558M
5
Edgewood Management
Edgewood Management
Connecticut
-$481M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1651
Avior Wealth Management
Nebraska
$5.31M
SFS
1652
Strategic Financial Services
New York
$5.31M
HWA
1653
Heritage Wealth Advisors
Virginia
$5.3M
MAWCM
1654
Mine & Arao Wealth Creation & Management
California
$5.3M
MCM
1655
MV Capital Management
Maryland
$5.3M
KHCM
1656
Kirtland Hills Capital Management
Ohio
$5.28M
RCM
1657
RNC Capital Management
California
$5.28M
BWAM
1658
Boyd Watterson Asset Management
Ohio
$5.27M
RIM
1659
Rovida Investment Management
Cayman Islands
$5.26M
VFM
1660
Viking Fund Management
North Dakota
$5.26M
LFS
1661
Lighthouse Financial Services
California
$5.26M
CB
1662
Community Bank
New York
$5.25M
KCM
1663
Kathmere Capital Management
Pennsylvania
$5.23M
SAA
1664
Southeast Asset Advisors
Georgia
$5.22M
ANTB
1665
AMG National Trust Bank
Colorado
$5.22M
ESB
1666
Essex Savings Bank
Connecticut
$5.2M
LPT
1667
Legacy Private Trust
Wisconsin
$5.2M
SAMU
1668
Stenham Asset Management UK
$5.19M
ISWM
1669
Independent Solutions Wealth Management
New York
$5.18M
SFG
1670
SevenBridge Financial Group
Pennsylvania
$5.18M
MWM
1671
Modern Wealth Management
Kansas
$5.17M
PIM
1672
Platinum Investment Management
Australia
$5.16M
WAC
1673
William Allan Corp
Colorado
$5.15M
LAM
1674
LOM Asset Management
$5.12M
MG
1675
Montaka Global
$5.12M