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
EWM
2051
EPG Wealth Management
Georgia
$2.97M
BA
2052
Ballast Advisors
Minnesota
$2.97M
BWM
2053
Bulltick Wealth Management
Florida
$2.96M
CW
2054
Channel Wealth
California
$2.96M
DCM
2055
Dudley Capital Management
Virginia
$2.96M
AWC
2056
Abundance Wealth Counselors
Pennsylvania
$2.96M
BFA
2057
Beacon Financial Advisory
Ohio
$2.96M
RPCONE
2058
Retirement Planning Company of New England
Rhode Island
$2.95M
AGWCA
2059
Annis Gardner Whiting Capital Advisors
Florida
$2.94M
Axa
2060
Axa
France
$2.93M
PIA
2061
Perennial Investment Advisors
California
$2.93M
AGAM
2062
AK Global Asset Management
California
$2.93M
MSFS
2063
Main Street Financial Solutions
Pennsylvania
$2.92M
RBC
2064
Romano Brothers & Co
Illinois
$2.91M
GQG Partners
2065
GQG Partners
Florida
$2.91M
EP
2066
Edgestream Partners
New Jersey
$2.91M
SFM
2067
Systematic Financial Management
New Jersey
$2.91M
AIC
2068
Argus Investors Counsel
New York
$2.91M
MCCA
2069
Mill Creek Capital Advisors
Pennsylvania
$2.9M
TAP
2070
TSG Advice Partners
Ohio
$2.9M
CSPIA
2071
Cary Street Partners Investment Advisory
Virginia
$2.9M
TP
2072
TritonPoint Partners
Maryland
$2.9M
PCMK
2073
Paragon Capital Management (Kansas)
Kansas
$2.89M
TNAM
2074
Terra Nova Asset Management
New York
$2.89M
HAG
2075
HF Advisory Group
Maryland
$2.89M