4,526 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 466 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
4,526
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
RLH
2001
RD Lewis Holdings
Florida
$3.22M
HIC
2002
Holderness Investments Company
North Carolina
$3.22M
ZIG
2003
Zuckerman Investment Group
Illinois
$3.19M
SCA
2004
Sander Capital Advisors
Washington
$3.19M
TP
2005
Tranquility Partners
Tennessee
$3.18M
MAM
2006
MWA Asset Management
Massachusetts
$3.18M
SOS
2007
Silver Oak Securities
Tennessee
$3.18M
AMCA
2008
Arthur M. Cohen & Associates
Illinois
$3.17M
DWAM
2009
Duncan Williams Asset Management
Tennessee
$3.17M
UW
2010
Unique Wealth
Florida
$3.16M
ICP
2011
Impact Capital Partners
Colorado
$3.16M
NG
2012
Novem Group
New York
$3.16M
WSA
2013
Warm Springs Advisors
California
$3.15M
CWM
2014
Centric Wealth Management
Illinois
$3.15M
STS
2015
SG Trading Solutions
Utah
$3.14M
TWM
2016
Thrive Wealth Management
Pennsylvania
$3.13M
7WCP
2017
71 West Capital Partners
Massachusetts
$3.13M
FMWA
2018
Forvis Mazars Wealth Advisors
Missouri
$3.12M
CGFA
2019
Colton Groome Financial Advisors
North Carolina
$3.09M
AWE
2020
Avidian Wealth Enterprises
Texas
$3.09M
CAG
2021
Csenge Advisory Group
Florida
$3.09M
LWA
2022
Lineweaver Wealth Advisors
Ohio
$3.09M
WFI
2023
West Family Investments
California
$3.08M
BLC
2024
Brown, Lisle/Cummings
Rhode Island
$3.08M
PH
2025
Pinnacle Holdings
Oklahoma
$3.07M