4,466 hedge funds and large institutions have $523B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 432 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
4,466
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
BWG
1951
Boomfish Wealth Group
Georgia
$3.36M
AA
1952
Auxano Advisors
Washington
$3.36M
LAIC
1953
Lederer & Associates Investment Counsel
California
$3.35M
SIA
1954
Schear Investment Advisers
Ohio
$3.35M
AF
1955
Alerus Financial
North Dakota
$3.34M
KWM
1956
Koa Wealth Management
California
$3.32M
WFG
1957
Wills Financial Group
Virginia
$3.32M
AF
1958
AGP Franklin
Tennessee
$3.32M
MCC
1959
Malaga Cove Capital
California
$3.32M
ACL
1960
Applied Capital LLC
Florida
$3.32M
ITFISA
1961
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.32M
RA
1962
Ransom Advisory
Rhode Island
$3.31M
WCM
1963
Washburn Capital Management
Florida
$3.3M
WWM
1964
WT Wealth Management
Arizona
$3.3M
SWM
1965
Sandro Wealth Management
New Jersey
$3.29M
MFP
1966
Meridian Financial Partners
Virginia
$3.29M
CBA
1967
Coastal Bridge Advisors
Connecticut
$3.28M
CVA
1968
Central Valley Advisors
California
$3.28M
QWP
1969
Quotient Wealth Partners
Texas
$3.28M
IP
1970
Intellectus Partners
California
$3.27M
MFG
1971
MidWestOne Financial Group
Iowa
$3.27M
NERM
1972
New England Research & Management
Illinois
$3.27M
TCG
1973
Tremblant Capital Group
Florida
$3.27M
CG
1974
Castellan Group
Kentucky
$3.27M
RBWA
1975
RFG - Bristol Wealth Advisors
Massachusetts
$3.26M