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
Koshinski Asset Management
2001
Koshinski Asset Management
Illinois
$3.23M
KA
2002
Klingman & Associates
New York
$3.23M
RLH
2003
RD Lewis Holdings
Florida
$3.22M
HIC
2004
Holderness Investments Company
North Carolina
$3.22M
ZIG
2005
Zuckerman Investment Group
Illinois
$3.19M
SCA
2006
Sander Capital Advisors
Washington
$3.19M
TP
2007
Tranquility Partners
Tennessee
$3.18M
MAM
2008
MWA Asset Management
Massachusetts
$3.18M
SOS
2009
Silver Oak Securities
Tennessee
$3.18M
AMCA
2010
Arthur M. Cohen & Associates
Illinois
$3.17M
DWAM
2011
Duncan Williams Asset Management
Tennessee
$3.17M
UW
2012
Unique Wealth
Florida
$3.16M
ICP
2013
Impact Capital Partners
Colorado
$3.16M
NG
2014
Novem Group
New York
$3.16M
WSA
2015
Warm Springs Advisors
California
$3.15M
CWM
2016
Centric Wealth Management
Illinois
$3.15M
STS
2017
SG Trading Solutions
Utah
$3.14M
TWM
2018
Thrive Wealth Management
Pennsylvania
$3.13M
7WCP
2019
71 West Capital Partners
Massachusetts
$3.13M
FMWA
2020
Forvis Mazars Wealth Advisors
Missouri
$3.12M
CGFA
2021
Colton Groome Financial Advisors
North Carolina
$3.09M
AWE
2022
Avidian Wealth Enterprises
Texas
$3.09M
CAG
2023
Csenge Advisory Group
Florida
$3.09M
LWA
2024
Lineweaver Wealth Advisors
Ohio
$3.09M
WFI
2025
West Family Investments
California
$3.08M