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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
MAM
3226
Mainsail Asset Management
Alabama
$646K +$22.7K +67 +4%
IWS
3227
Insight Wealth Strategies
California
$645K -$6.43K -19 -1%
LAS
3228
Legacy Advisory Services
Pennsylvania
$644K -$96.4K -285 -13%
AWA
3229
Aletheian Wealth Advisors
Washington
$643K +$98.8K +292 +19%
RA
3230
Ruggaard & Associates
Ohio
$643K
SSW
3231
Smith Shellnut Wilson
Mississippi
$642K +$40.3K +119 +7%
PAG
3232
Paladin Advisory Group
Iowa
$640K
SHF
3233
Safe Harbor Fiduciary
Florida
$639K -$3.72K -11 -0.6%
RB
3234
Rodgers Brothers
Pennsylvania
$639K +$5.41K +16 +0.9%
PCMH
3235
Polymer Capital Management (HK)
Hong Kong
$639K +$278K +823 +82%
WI
3236
WBI Investments
New Jersey
$638K -$2.08M -6,142 -77%
RTC
3237
Riverview Trust Company
Washington
$637K -$90K -266 -13%
CWC
3238
Carolinas Wealth Consulting
North Carolina
$637K +$85.3K +252 +16%
JWM
3239
Jeppson Wealth Management
California
$637K -$9.81K -29 -2%
PCS
3240
Private Client Services
Kentucky
$637K +$21K +62 +4%
OIM
3241
Oder Investment Management
California
$636K +$6.77K +20 +1%
FWI
3242
Facet Wealth Inc
Maryland
$635K +$46.4K +137 +8%
HFP
3243
Holistic Financial Partners
Indiana
$635K +$5.41K +16 +0.9%
CAU
3244
Caxton Associates (UK)
$632K +$610K +1,804 New
BWA
3245
Burt Wealth Advisors
Maryland
$632K
WAM
3246
WFA Asset Management
Wisconsin
$632K +$54.5K +161 +8%
FA
3247
Financial Alternatives
California
$631K -$5.75K -17 -0.9%
FM
3248
Freemont Management
Switzerland
$631K -$67.7K -200 -10%
B
3249
Bellecapital
Switzerland
$630K -$116K -343 -16%
AGP
3250
Autumn Glory Partners
Texas
$630K +$20K +59 +1%

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.