4,464 hedge funds and large institutions have $523B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,769 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: 1,769 | Existing positions reduced: 1,825

Holders
4,464
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
TWM
2001
Thrive Wealth Management
Pennsylvania
$3.13M
7WCP
2002
71 West Capital Partners
Massachusetts
$3.13M
FMWA
2003
Forvis Mazars Wealth Advisors
Missouri
$3.12M
CGFA
2004
Colton Groome Financial Advisors
North Carolina
$3.09M
AWE
2005
Avidian Wealth Enterprises
Texas
$3.09M
CAG
2006
Csenge Advisory Group
Florida
$3.09M
LWA
2007
Lineweaver Wealth Advisors
Ohio
$3.09M
WFI
2008
West Family Investments
California
$3.08M
BLC
2009
Brown, Lisle/Cummings
Rhode Island
$3.08M
PH
2010
Pinnacle Holdings
Oklahoma
$3.07M
CAM
2011
Cozad Asset Management
Illinois
$3.07M
PSB
2012
Passumpsic Savings Bank
Vermont
$3.07M
LAM
2013
L2 Asset Management
Massachusetts
$3.07M
CAMV
2014
Concord Asset Management (Virginia)
Virginia
$3.06M
CAG
2015
Cypress Advisory Group
Arizona
$3.06M
MA
2016
MONECO Advisors
Connecticut
$3.06M
HA
2017
Harfst & Associates
Wyoming
$3.06M
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$3.05M
NPA
2019
Nichols & Pratt Advisers
Massachusetts
$3.05M
OIS
2020
Okabena Investment Services
Minnesota
$3.05M
LI
2021
Lafayette Investments
Maryland
$3.05M
TAFW
2022
Tred Avon Family Wealth
Maryland
$3.05M
FWM
2023
ForthRight Wealth Management
Georgia
$3.04M
SAI
2024
Systematic Alpha Investments
New Jersey
$3.04M
HFS
2025
Haverford Financial Services
Pennsylvania
$3.02M