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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
YWM
3401
Yoder Wealth Management
California
$520K -$25K -74 -5%
BMM
3402
Berkshire Money Management
Massachusetts
$519K +$35.2K +104 +8%
IMC
3403
Investment Management Corporation
Virginia
$518K +$85.3K +252 +21%
PWP
3404
Precedent Wealth Partners
Texas
$518K +$62.6K +185 +14%
FCCM
3405
First City Capital Management
Georgia
$516K +$67.7K +200 +16%
SWM
3406
Sagace Wealth Management
Florida
$516K -$89.7K -265 -15%
SIC
3407
Schwartz Investment Counsel
Michigan
$515K
MIM
3408
Marco Investment Management
Georgia
$514K
CM
3409
Capula Management
Cayman Islands
$513K +$330K +974 +198%
DWG
3410
Darden Wealth Group
Michigan
$512K +$6.77K +20 +1%
GFG
3411
Goldstone Financial Group
Illinois
$511K +$35.2K +104 +8%
MF
3412
Montis Financial
Massachusetts
$511K
GFPC
3413
Global Financial Private Client
Florida
$510K +$87.6K +259 +22%
AWP
3414
Abacus Wealth Partners
California
$510K +$6.43K +19 +1%
KA
3415
Kercheville Advisors
Texas
$508K +$94.7K +280 +24%
BS
3416
Brighton Securities
New York
$507K -$30.8K -91 -6%
WIM
3417
Warwick Investment Management
Texas
$506K +$155K +457 +46%
OAS
3418
Optivise Advisory Services
Tennessee
$506K +$49.4K +146 +11%
MAM
3419
Marquette Asset Management
Minnesota
$505K
ODIJL
3420
One Day In July LLC
Vermont
$503K +$22K +65 +5%
PIN
3421
Prudent Investors Network
California
$502K
MEAC
3422
M.E. Allison & Co
Texas
$502K
AHL
3423
Abel Hall LLC
Louisiana
$500K -$103K -304 -18%
WA
3424
Wealthstream Advisors
New York
$500K +$14.2K +42 +3%
AMG
3425
Advisors Management Group
Wisconsin
$499K -$1.01K -3 -0.2%

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.