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4,282 hedge funds and large institutions have $535B invested in Visa in 2025 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 1,652 increasing their positions, 1,935 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 146

24% more funds holding in top 10

Funds holding in top 10: 554689 (+135)

11% more capital invested

Capital invested by funds: $484B → $535B (+$51.4B)

0.64% more ownership

Funds ownership: 88.08%88.73% (+0.64%)

0% more funds holding

Funds holding: 4,2824,282 (0)

15% less repeat investments, than reductions

Existing positions increased: 1,652 | Existing positions reduced: 1,935

22% less call options, than puts

Call options by funds: $5.19B | Put options by funds: $6.61B

Holders
4,282
Holders Change
Holders Change %
0%
% of All Funds
57.38%
Holding in Top 10
689
Holding in Top 10 Change
+135
Holding in Top 10 Change %
+24.37%
% of All Funds
9.23%
New
218
Increased
1,652
Reduced
1,935
Closed
146
Calls
$5.19B
Puts
$6.61B
Net Calls
-$1.42B
Net Calls Change
-$792M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
2526
Goodman Advisory Group
Massachusetts
$1.54M +$1.48M +4,382 New
FA
2527
Fiducient Advisors
Illinois
$1.54M -$11.8K -35 -0.8%
CP
2528
Castleview Partners
Texas
$1.53M -$561K -1,659 -27%
JWM
2529
JGP Wealth Management
Oregon
$1.53M +$206K +608 +16%
FCFC
2530
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$292K -862 -16%
RCM
2531
RMR Capital Management
California
$1.53M
CRI
2532
Colonial River Investments
Virginia
$1.53M +$762K +2,252 +107%
BFIC
2533
Bedell Frazier Investment Counselling
California
$1.53M -$193K -570 -12%
1WM
2534
1900 Wealth Management
Texas
$1.53M -$65.3K -193 -4%
GIO
2535
Galilei Investment Office
United Kingdom
$1.52M
YWM
2536
Yukon Wealth Management
Kansas
$1.52M +$1.47M +4,348 New
CG
2537
Corundum Group
Colorado
$1.52M -$743K -2,196 -34%
LRWM
2538
Lord & Richards Wealth Management
Colorado
$1.52M +$815K +2,409 +125%
SIM
2539
SWP Investment Management
Ohio
$1.52M +$1.47M +4,342 New
SRA
2540
Secured Retirement Advisors
Minnesota
$1.52M -$1.01M -2,996 -41%
RFS
2541
Richardson Financial Services
Massachusetts
$1.52M -$5.41K -16 -0.4%
HCG
2542
Haven Capital Group
California
$1.52M +$1.46M +4,328 New
PWMG
2543
Pinnacle Wealth Management Group
Michigan
$1.52M -$7.78K -23 -0.5%
OPWM
2544
Oakwell Private Wealth Management
Texas
$1.52M +$150K +443 +11%
VV
2545
Verity & Verity
South Carolina
$1.51M -$149K -439 -9%
NLGIA
2546
Nippon Life Global Investors Americas
New York
$1.51M -$355K -1,050 -20%
AGWCA
2547
Annis Gardner Whiting Capital Advisors
Florida
$1.51M -$794K -2,345 -35%
UFF
2548
USA Financial Formulas
Michigan
$1.51M +$1.46M +4,316 New
BWM
2549
BigSur Wealth Management
Florida
$1.51M
WCM
2550
WealthBridge Capital Management
Ohio
$1.51M -$86.3K -255 -6%

V Hedge Fund Activity: Q1 2025 in Review

4,282 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2025, worth a combined $535B — up 11% from $484B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new V positions and 146 closed out — a net gain of 72 holders — while 1,652 added to existing stakes and 1,935 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.74B. The largest seller was Capital International Investors, cutting an estimated $892M.

  • 4,282 institutional investors held Visa (V) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $535B of Visa stock for Q1 2025, up 11% quarter-over-quarter.
  • 218 funds opened new Visa positions in Q1 2025 and 146 closed out, a net change of +72 holders.
  • The largest Visa buyer in Q1 2025 was JP Morgan Chase, an estimated $4.74B added.
  • The largest Visa seller in Q1 2025 was Capital International Investors, an estimated $892M sold.

Based on aggregated 13F filings for Q1 2025.