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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
MSWM
2801
Mowery & Schoenfeld Wealth Management
Illinois
$1.17M +$607K +1,795 +116%
HBS
2802
Howard Bailey Securities
Indiana
$1.17M -$28.4K -84 -2%
VFG
2803
Victory Financial Group
Texas
$1.17M +$62.3K +184 +6%
GPWM
2804
Grant Private Wealth Management
California
$1.17M +$210K +621 +23%
FH
2805
FWG Holdings
Florida
$1.17M -$55.8K -165 -5%
WE
2806
Wealth Effects
Massachusetts
$1.17M -$28.8K -85 -2%
AA
2807
Alesco Advisors
New York
$1.16M -$23.7K -70 -2%
IPAM
2808
Investment Partners Asset Management
New Jersey
$1.16M -$7.11K -21 -0.6%
FCB
2809
First County Bank
Connecticut
$1.16M -$19.6K -58 -2%
NLP
2810
Next Level Private
New York
$1.16M +$1.69K +5 +0.2%
OWP
2811
ORG Wealth Partners
Texas
$1.16M +$239K +707 +27%
BWM
2812
BankPlus Wealth Management
Mississippi
$1.16M -$8.8K -26 -0.8%
GAM
2813
Gemmer Asset Management
California
$1.16M -$191K -563 -15%
BWG
2814
Berry Wealth Group
Texas
$1.16M +$160K +473 +17%
RPGK
2815
Retirement Planning Group (Kansas)
Kansas
$1.16M +$188K +555 +20%
SC
2816
Saiph Capital
New Jersey
$1.16M +$4.74K +14 +0.4%
IP
2817
Ignite Planners
California
$1.16M +$173K +512 +18%
CMI
2818
Clare Market Investments
Texas
$1.15M +$154K +456 +16%
AIM
2819
Advyzon Investment Management
Illinois
$1.15M +$272K +805 +32%
SWM
2820
Salvus Wealth Management
New Jersey
$1.15M +$17.6K +52 +2%
OFW
2821
Omnia Family Wealth
Florida
$1.15M -$81.9K -242 -7%
HCM
2822
Hutchinson Capital Management
California
$1.15M -$54.8K -162 -5%
DMBA
2823
Deseret Mutual Benefit Administrators
Utah
$1.15M +$87.3K +258 +9%
CPA
2824
Cardiff Park Advisors
California
$1.15M +$338 +1 +0%
CWP
2825
Curated Wealth Partners
California
$1.15M +$51.8K +153 +5%

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.