4,501 hedge funds and large institutions have $527B invested in Visa in 2025 Q4 according to their latest regulatory filings, with 456 funds opening new positions, 1,777 increasing their positions, 1,830 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: $5.56B | Put options by funds: $5.52B

3% less repeat investments, than reductions

Existing positions increased: 1,777 | Existing positions reduced: 1,830

Holders
4,501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
483
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
CAG
2026
Cypress Advisory Group
Arizona
$3.06M
MA
2027
MONECO Advisors
Connecticut
$3.06M
HA
2028
Harfst & Associates
Wyoming
$3.06M
PFGIA
2029
Patriot Financial Group Insurance Agency
Massachusetts
$3.05M
NPA
2030
Nichols & Pratt Advisers
Massachusetts
$3.05M
OIS
2031
Okabena Investment Services
Minnesota
$3.05M
LI
2032
Lafayette Investments
Maryland
$3.05M
TAFW
2033
Tred Avon Family Wealth
Maryland
$3.05M
FWM
2034
ForthRight Wealth Management
Georgia
$3.04M
SAI
2035
Systematic Alpha Investments
New Jersey
$3.04M
HFS
2036
Haverford Financial Services
Pennsylvania
$3.02M
SMC
2037
Smith, Moore & Co
Missouri
$3.02M
CIA
2038
Compass Ion Advisors
Pennsylvania
$3.01M
NL
2039
NWAM LLC
Washington
$3.01M
F8IS
2040
Figure 8 Investment Strategies
Idaho
$3.01M
FPL
2041
Fortress Private Ledger
North Carolina
$3.01M
MSFP
2042
Mark Sheptoff Financial Planning
Connecticut
$2.99M
EWM
2043
Evermay Wealth Management
Virginia
$2.99M
FGA
2044
Fortis Group Advisors
New Jersey
$2.99M
PA
2045
PFW Advisors
Georgia
$2.99M
QC
2046
Quent Capital
New York
$2.98M
QLSGSCF
2047
Quent Long Short Global Small Cap Fund
New York
$2.98M
KIM
2048
Kestra Investment Management
Texas
$2.98M
SFS
2049
Stiles Financial Services
Minnesota
$2.98M
MFFIA
2050
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.98M