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
OC
2276
Opal Capital
Florida
$2.27M
WI
2277
Wealth Intelligence
Georgia
$2.27M
WP
2278
Westmount Partners
California
$2.26M
PPG
2279
Peak Planning Group
Colorado
$2.26M
FFA
2280
Fortune Financial Advisors
Kansas
$2.26M
BEAM
2281
Baker Ellis Asset Management
Washington
$2.25M
SFG
2282
Skyview Financial Group
Florida
$2.25M
ECM
2283
Ebert Capital Management
California
$2.25M
TIA
2284
Traphagen Investment Advisors
New Jersey
$2.24M
NA
2285
Nautilus Advisors
California
$2.24M
AP
2286
Advisors Preferred
Maryland
$2.24M
GDP
2287
Great Diamond Partners
Maine
$2.24M
CIG
2288
Cascade Investment Group
Colorado
$2.24M
CCM
2289
Crew Capital Management
Ohio
$2.24M
WA
2290
WBH Advisory
Maryland
$2.23M
DCA
2291
DB&C Advisors
Michigan
$2.23M
BFA
2292
Brown Financial Advisors
Ohio
$2.22M
DI
2293
DAGCO Inc
Ohio
$2.21M
SWM
2294
SHP Wealth Management
Massachusetts
$2.21M
EFMC
2295
Empire Financial Management Company
New York
$2.21M
MFG
2296
Menard Financial Group
Texas
$2.21M
HS
2297
HighVista Strategies
Massachusetts
$2.21M
MWM
2298
MGB Wealth Management
Texas
$2.21M
CWMK
2299
Caliber Wealth Management (Kansas)
Kansas
$2.2M
AWMT
2300
AAFMAA Wealth Management & Trust
North Carolina
$2.2M