4,469 hedge funds and large institutions have $523B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 435 funds opening new positions, 1,770 increasing their positions, 1,825 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 (+$20.4B)

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: 1,770 | Existing positions reduced: 1,825

Holders
4,469
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
IC
1726
Inscription Capital
Texas
$4.64M
JC
1727
JB Capital
Connecticut
$4.62M
LAM
1728
Lynch Asset Management
Pennsylvania
$4.61M
CSC
1729
Caldwell Sutter Capital
California
$4.61M
IFWM
1730
Institute for Wealth Management
Colorado
$4.61M
AWM
1731
Aprio Wealth Management
Georgia
$4.61M
LC
1732
Lakehouse Capital
Australia
$4.6M
MYIA
1733
Mount Yale Investment Advisors
Colorado
$4.6M
AWM
1734
Aries Wealth Management
Maine
$4.6M
CGL
1735
Clarius Group LLC
Washington
$4.6M
A
1736
Argentarii
Ohio
$4.59M
DWM
1737
Dynasty Wealth Management
Florida
$4.58M
ACM
1738
Alcosta Capital Management
California
$4.58M
WWM
1739
Wolff Wiese Magana
California
$4.58M
NA
1740
NWM Advisors
California
$4.56M
BTI
1741
Blue Trust Inc
Georgia
$4.56M
DA
1742
Doliver Advisors
Texas
$4.55M
BHIA
1743
Birch Hill Investment Advisors
Massachusetts
$4.54M
GSEP
1744
Golden State Equity Partners
California
$4.54M
WSC
1745
Wellington Shields & Co
New York
$4.54M
KCM
1746
Kerusso Capital Management
North Carolina
$4.54M
TGAM
1747
TBH Global Asset Management
Tennessee
$4.53M
SLWA
1748
San Luis Wealth Advisors
California
$4.53M
LFA
1749
Legacy Financial Advisors
Kentucky
$4.53M
SEEDPG
1750
S.E.E.D. Planning Group
New York
$4.52M