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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
DSN
3001
D. Scott Neal
Kentucky
$894K
RFG
3002
RFP Financial Group
Georgia
$892K +$3.04K +9 +0.4%
GC
3003
Garde Capital
Washington
$891K -$17.9K -53 -2%
LAS
3004
LWM Advisory Services
Florida
$890K -$31.1K -92 -3%
WIA
3005
Wealthedge Investment Advisors
New York
$889K -$70K -207 -8%
FI
3006
Financial Insights
Washington
$887K +$8.46K +25 +1%
EL
3007
EWA LLC
Pennsylvania
$887K +$91K +269 +12%
PWA
3008
Primoris Wealth Advisors
Florida
$887K +$5.08K +15 +0.6%
SFC
3009
SYM Financial Corp
Indiana
$886K +$113K +334 +15%
SPW
3010
Sonoma Private Wealth
California
$884K -$3.72K -11 -0.4%
CRIG
3011
Charter Research & Investment Group
Connecticut
$883K
WSWA
3012
Warren Street Wealth Advisors
California
$883K +$41.3K +122 +5%
IWP
3013
Invenio Wealth Partners
Florida
$883K -$32.1K -95 -4%
PFSC
3014
Peoples Financial Services Corp
Pennsylvania
$883K +$5.08K +15 +0.6%
BWM
3015
BlackDiamond Wealth Management
New York
$882K -$9.81K -29 -1%
AFGAS
3016
Allegiance Financial Group Advisory Services
Virginia
$881K -$204K -603 -19%
CPC
3017
Cookson Peirce & Co
Pennsylvania
$876K +$184K +543 +28%
BOTPPF
3018
Board of the Pension Protection Fund
United Kingdom
$876K -$305K -900 -26%
SCA
3019
Sage Capital Advisors
South Dakota
$876K +$15.6K +46 +2%
SWA
3020
Sax Wealth Advisors
New Jersey
$876K +$79.2K +234 +10%
NA
3021
Navellier & Associates
Nevada
$876K
MEG
3022
Millstone Evans Group
Colorado
$872K
CPL
3023
CAP Partners LLC
Tennessee
$872K -$14.9K -44 -2%
MWA
3024
Moser Wealth Advisors
Washington
$869K +$18.3K +54 +2%
MFF
3025
Michels Family Financial
Texas
$867K +$17.6K +52 +2%

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.