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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
FCM
3026
Family Capital Management
Michigan
$867K +$103K +303 +14%
VAM
3027
Verity Asset Management
North Carolina
$867K -$11.2K -33 -1%
FBC
3028
Fairfield, Bush & Co
Connecticut
$864K -$28.1K -83 -3%
VAF
3029
Values Added Financial
District of Columbia
$861K +$39.3K +116 +5%
LFA
3030
Laraway Financial Advisors
Minnesota
$859K -$16.9K -50 -2%
CAG
3031
Curtis Advisory Group
California
$859K
UIM
3032
Unified Investment Management
Georgia
$858K -$43.3K -128 -5%
BTWM
3033
Brass Tax Wealth Management
Ohio
$857K +$36.5K +108 +5%
TC
3034
TAGStone Capital
North Carolina
$857K +$1.01K +3 +0.1%
PD
3035
Planning Directions
Pennsylvania
$857K +$827K +2,445 New
RIP
3036
RAM Investment Partners
Washington
$856K +$134K +395 +19%
GSIAS
3037
Garden State Investment Advisory Services
New Jersey
$854K -$29.8K -88 -3%
TCM
3038
Tandem Capital Management
New Jersey
$854K
SPWG
3039
Sage Private Wealth Group
Illinois
$852K +$20.6K +61 +3%
AIP
3040
ARS Investment Partners
New York
$852K
AG
3041
AmeriFlex Group
Nevada
$851K +$679K +2,008 +479%
HWM
3042
Hemington Wealth Management
Virginia
$849K +$58.5K +173 +8%
CWM
3043
Centricity Wealth Management
Ohio
$849K
APWA
3044
Atlas Private Wealth Advisors
New Jersey
$848K +$71.7K +212 +10%
CMAI
3045
Capital Management Associates Inc
Minnesota
$847K +$396K +1,170 +94%
CFGA
3046
Cambridge Financial Group (Arizona)
Arizona
$846K +$29.8K +88 +4%
MSCM
3047
McElhenny Sheffield Capital Management
Texas
$846K +$463K +1,369 +131%
SWM
3048
Scissortail Wealth Management
Oklahoma
$846K -$166K -490 -17%
YWS
3049
Yarger Wealth Strategies
Ohio
$846K +$35.2K +104 +5%
SIA
3050
SeaBridge Investment Advisors
New Jersey
$842K

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.