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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
MHR
3351
Matthew Hamilton Rosenberg
$549K +$11.5K +34 +2%
VDI
3352
Vaughan David Investments
Illinois
$547K -$17.6K -52 -3%
CWMS
3353
Cannon Wealth Management Services
North Carolina
$546K -$42K -124 -7%
EWS
3354
Eagle Wealth Strategies
New Jersey
$546K -$7.44K -22 -1%
GPW
3355
Genesis Private Wealth
Virginia
$545K +$38.6K +114 +8%
RWPA
3356
Richard W. Paul & Associates
Michigan
$545K -$23.3K -69 -4%
SCM
3357
Sunbeam Capital Management
Georgia
$544K +$338 +1 +0.1%
UWPG
3358
Ullmann Wealth Partners Group
Florida
$544K +$77.2K +228 +17%
CICC
3359
Capital Investment Counsel (Colorado)
Colorado
$543K -$26.7K -79 -5%
BCMLT
3360
Beacon Capital Management LLC (Tennessee)
Tennessee
$543K +$19.6K +58 +4%
CWD
3361
Clarity Wealth Development
Oregon
$542K -$25K -74 -5%
PA
3362
Probity Advisors
Texas
$539K -$31.5K -93 -6%
SA
3363
Sylvest Advisors
Texas
$539K -$37.9K -112 -7%
BWCS
3364
Beirne Wealth Consulting Services
Connecticut
$538K
SHWM
3365
Smith & Howard Wealth Management
Georgia
$537K
TPWA
3366
Twin Peaks Wealth Advisors
California
$537K +$10.5K +31 +2%
CWM
3367
Chesapeake Wealth Management
Virginia
$537K -$5.08K -15 -1%
FSA
3368
Financial Security Advisor
Virginia
$535K +$338 +1 +0.1%
CBTWT
3369
Community Bank & Trust (Waco, Texas)
Texas
$534K -$23.7K -70 -4%
MP
3370
Moment Partners
California
$534K -$10.2K -30 -2%
NIP
3371
Nicholas Investment Partners
California
$534K +$230K +681 +81%
AFA
3372
Allium Financial Advisors
Oregon
$533K +$515K +1,522 New
TFF
3373
The Family Firm
Maryland
$533K +$677 +2 +0.1%
CWM
3374
Cherrydale Wealth Management
New Jersey
$533K -$4.4K -13 -0.8%
FFWM
3375
Future Financial Wealth Management
Ohio
$533K -$16.9K -50 -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.