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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
NFP
3251
Narus Financial Partners
Utah
$626K +$49.1K +145 +9%
CL
3252
CVFG LLC
Indiana
$626K +$27.4K +81 +5%
CL
3253
CLG LLC
California
$625K +$338 +1 +0.1%
TCM
3254
TruNorth Capital Management
Michigan
$625K +$546K +1,613 +949%
TWA
3255
Talisman Wealth Advisors
New Jersey
$624K -$3.04K -9 -0.5%
SNPAM
3256
St. Nicholas Private Asset Management
Florida
$622K -$23.7K -70 -4%
IWM
3257
Iams Wealth Management
Nebraska
$622K +$125K +370 +26%
CWA
3258
Consilio Wealth Advisors
Washington
$620K +$26.4K +78 +5%
RFN
3259
Redwood Financial Network
Ohio
$619K +$25K +74 +4%
BAM
3260
Bellevue Asset Management
Washington
$619K -$189K -560 -24%
TRIA
3261
Trail Ridge Investment Advisors
Colorado
$619K -$181K -535 -23%
PFM
3262
Phillips Financial Management
Indiana
$618K +$64.3K +190 +12%
SI
3263
Severin Investments
Missouri
$615K -$11.8K -35 -2%
LBC
3264
Leigh Baldwin & Co
New York
$614K +$677 +2 +0.1%
MFG
3265
Midwest Financial Group
Kansas
$612K +$1.01K +3 +0.2%
PCI
3266
Planning Center Inc
Illinois
$611K
EW
3267
Element Wealth
Mississippi
$610K -$25.4K -75 -4%
LGG
3268
Luts & Greenleigh Group
Maryland
$610K +$13.9K +41 +2%
TWPM
3269
Total Wealth Planning & Management
Florida
$610K -$74.1K -219 -11%
KFA
3270
Krane Funds Advisors
New York
$610K +$297K +878 +102%
MFG
3271
Mission Financial Group
Nevada
$609K +$682K +2,016 New
PCM
3272
Park Capital Management
Wisconsin
$606K -$12.9K -38 -2%
EBA
3273
Eagle Bay Advisors
New York
$606K -$338 -1 -0.1%
WDG
3274
Wealth Dimensions Group
Ohio
$606K -$17.9K -53 -3%
RA
3275
Riversedge Advisors
Delaware
$606K +$124K +366 +27%

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.