4,525 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 1,780 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: 1,780 | Existing positions reduced: 1,839

Holders
4,525
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
VWA
1926
Visionary Wealth Advisors
Illinois
$3.53M
MW
1927
Marble Wealth
Alabama
$3.53M
KA
1928
Kovack Advisors
Florida
$3.52M
CTC
1929
Cetera Trust Company
Minnesota
$3.52M
LT
1930
Lindsell Train
United Kingdom
$3.51M
FC
1931
FORA Capital
Florida
$3.51M
CPL
1932
Capital & Planning LLC
Georgia
$3.5M
RIA
1933
Richwood Investment Advisors
Ohio
$3.5M
ATWA
1934
Arbor Trust Wealth Advisors
Michigan
$3.5M
WI
1935
Westbourne Investments
Virginia
$3.49M
TC
1936
Tsai Capital
New York
$3.49M
WAG
1937
Winthrop Advisory Group
Massachusetts
$3.49M
FAL
1938
Focused Alpha LLC
Colorado
$3.49M
EPIME
1939
Evelyn Partners Investment Management (Europe)
$3.48M
PAMG
1940
Patton Albertson Miller Group
Tennessee
$3.47M
CFA
1941
Churchill Financial Advisors
Kentucky
$3.47M
AOWM
1942
Alpha Omega Wealth Management
Virginia
$3.47M
GPA
1943
Garrison Point Advisors
California
$3.46M
REMPR
1944
Roof Eidam Maycock Peralta (REMP)
California
$3.45M
GFG
1945
Genesis Financial Group
New Jersey
$3.45M
TAS
1946
TIFF Advisory Services
Pennsylvania
$3.45M
CWP
1947
Concord Wealth Partners
Virginia
$3.44M
RMAM
1948
Raab & Moskowitz Asset Management
New Jersey
$3.43M
NF
1949
Nvest Financial
New Hampshire
$3.43M
KGC
1950
Kennon-Green & Company
Ohio
$3.43M