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
SFM
1726
Signet Financial Management
New Jersey
$4.74M
NG
1727
Northstar Group
New York
$4.72M
QWM
1728
Quadcap Wealth Management
Texas
$4.72M
GWM
1729
Gibbs Wealth Management
Georgia
$4.71M
MBT
1730
Montecito Bank & Trust
California
$4.71M
William Blair Investment Management
1731
William Blair Investment Management
Illinois
$4.7M
CF
1732
Centaurus Financial
California
$4.7M
CCS
1733
Concentric Capital Strategies
Connecticut
$4.69M
DP
1734
Dearborn Partners
Illinois
$4.67M
PPWP
1735
Premier Path Wealth Partners
New Jersey
$4.66M
EFG
1736
Everhart Financial Group
Ohio
$4.66M
TPI
1737
Trust Point Inc
Wisconsin
$4.65M
IC
1738
Inscription Capital
Texas
$4.64M
JC
1739
JB Capital
Connecticut
$4.62M
LAM
1740
Lynch Asset Management
Pennsylvania
$4.61M
CSC
1741
Caldwell Sutter Capital
California
$4.61M
IFWM
1742
Institute for Wealth Management
Colorado
$4.61M
AWM
1743
Aprio Wealth Management
Georgia
$4.61M
LC
1744
Lakehouse Capital
Australia
$4.6M
MYIA
1745
Mount Yale Investment Advisors
Colorado
$4.6M
AWM
1746
Aries Wealth Management
Maine
$4.6M
CGL
1747
Clarius Group LLC
Washington
$4.6M
A
1748
Argentarii
Ohio
$4.59M
DWM
1749
Dynasty Wealth Management
Florida
$4.58M
ACM
1750
Alcosta Capital Management
California
$4.58M