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4,281 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, 1,651 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% less funds holding

Funds holding: 4,2824,281 (-1)

15% less repeat investments, than reductions

Existing positions increased: 1,651 | Existing positions reduced: 1,935

22% less call options, than puts

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

Holders
4,281
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
57.37%
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
1,651
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
PPW
3126
Parcion Private Wealth
Washington
$740K +$102K +300 +17%
OWA
3127
ORBA Wealth Advisors
Illinois
$739K -$11.2K -33 -2%
COCM
3128
Charter Oak Capital Management
New Hampshire
$738K +$71.7K +212 +11%
TCM
3129
Towercrest Capital Management
Pennsylvania
$735K -$87.6K -259 -11%
HHRDM
3130
H&H Retirement Design & Management
Nevada
$733K -$1.01K -3 -0.1%
CPWA
3131
Cerro Pacific Wealth Advisors
California
$731K -$15.9K -47 -2%
NCG
3132
Newport Capital Group
New Jersey
$730K +$20.6K +61 +3%
RA
3133
Rational Advisors
New York
$728K -$306K -904 -30%
ANC
3134
Ames National Corp
Iowa
$727K +$25.4K +75 +4%
BAM
3135
Bosun Asset Management
Illinois
$725K -$58.2K -172 -8%
CBT
3136
CoreFirst Bank & Trust
Kansas
$725K
CSB
3137
City State Bank
Iowa
$724K
QCIG
3138
Quad-Cities Investment Group
Iowa
$721K -$13.2K -39 -2%
SHFP
3139
Second Half Financial Partners
Florida
$721K +$106K +313 +18%
CPC
3140
Consolidated Planning Corp
Georgia
$720K -$24.4K -72 -3%
CG
3141
Clifford Group
Massachusetts
$720K +$29.1K +86 +4%
CFFP
3142
Center for Financial Planning
Michigan
$720K +$6.77K +20 +1%
BDF
3143
Black Diamond Financial
Maryland
$718K +$22.3K +66 +3%
BWA
3144
BlueChip Wealth Advisors
Georgia
$718K +$8.8K +26 +1%
WF
3145
Whelan Financial
California
$718K +$273K +806 +65%
OIS
3146
OneAscent Investment Solutions
Alabama
$717K +$692K +2,045 New
SFGP
3147
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$716K +$21.7K +64 +3%
PAM
3148
Paradigm Asset Management
New York
$715K
AZ
3149
Alpha Zero
Florida
$715K +$32.5K +96 +5%
NCTC
3150
New Covenant Trust Company
Indiana
$714K -$21.3K -63 -3%

V Hedge Fund Activity: Q1 2025 in Review

4,281 of the 7,462 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 1,651 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.

  • 4,281 institutional investors held Visa (V) as of Q1 2025, down from 4,282 in 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.