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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
CWA
3276
CM Wealth Advisors
Ohio
$605K
CCA
3277
Carrera Capital Advisors
Michigan
$605K +$68K +201 +13%
ICCON
3278
Investment Counsel Company of Nevada
Nevada
$605K +$584K +1,725 New
HCA
3279
Heck Capital Advisors
Wisconsin
$603K +$338 +1 +0.1%
CFD
3280
Creative Financial Designs
Indiana
$603K +$48.7K +144 +9%
OPPS
3281
Obsidian Personal Planning Solutions
Maryland
$602K -$7.11K -21 -1%
CPA
3282
Clear Point Advisors
New York
$599K -$13.2K -39 -2%
IPWA
3283
International Private Wealth Advisors
California
$597K -$16.2K -48 -3%
TCM
3284
Tuttle Capital Management
Connecticut
$596K +$132K +389 +30%
JEST
3285
JTC Employer Solutions Trustee
Jersey
$596K
MWA
3286
Motive Wealth Advisors
Michigan
$596K
HA
3287
Hofer & Associates
California
$594K +$1.01K +3 +0.2%
BWM
3288
BCS Wealth Management
Tennessee
$594K -$191K -564 -25%
DPI
3289
Diversified Portfolios Inc
Michigan
$593K -$301K -890 -34%
DI
3290
Disciplined Investors
Texas
$593K +$338 +1 +0.1%
NFSG
3291
Newbridge Financial Services Group
Florida
$590K -$163K -483 -22%
ACC
3292
Acorn Creek Capital
Colorado
$590K +$29.1K +86 +5%
NAG
3293
Northstar Advisory Group
New Jersey
$589K +$56.2K +166 +11%
MWS
3294
MFA Wealth Services
California
$589K -$42.3K -125 -7%
DLHL
3295
Donald L. Hagan LLC
Florida
$589K +$15.9K +47 +3%
AA
3296
AJ Advisors
Tennessee
$588K +$21.3K +63 +4%
SWM
3297
Seed Wealth Management
Illinois
$587K
KWM
3298
KFG Wealth Management
Indiana
$586K +$16.2K +48 +3%
IPW
3299
Intergy Private Wealth
Colorado
$585K -$2.71K -8 -0.5%
SCM
3300
Sollinda Capital Management
Florida
$585K

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.