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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
FWM
3551
Fonville Wealth Management
Virginia
$423K +$410K +1,211 New
HCC
3552
Hirtle Callaghan & Co
Pennsylvania
$423K -$367K -1,085 -47%
BBWP
3553
Beacon Bridge Wealth Partners
Pennsylvania
$423K +$7.78K +23 +2%
AIA
3554
AIMZ Investment Advisors
California
$422K +$37.2K +110 +10%
CWA
3555
CogentBlue Wealth Advisors
Tennessee
$421K +$164K +486 +68%
CWM
3556
C2C Wealth Management
Arizona
$421K
CMP
3557
Courage Miller Partners
Virginia
$421K
PFA
3558
Plotkin Financial Advisors
Maryland
$420K +$338 +1 +0.1%
BIA
3559
Bell Investment Advisors
California
$420K +$13.9K +41 +4%
CB
3560
Centennial Bank
Arkansas
$419K
SA
3561
Stewardship Advisors
Pennsylvania
$419K +$6.77K +20 +2%
ORC
3562
O'Rourke & Company
Massachusetts
$417K -$3.72K -11 -0.9%
CP
3563
Capital Planning
Washington
$416K +$80.5K +238 +25%
TCB
3564
Texas Capital Bancshares
Texas
$416K +$4.06K +12 +1%
SA
3565
Scarborough Advisors
Maryland
$416K +$1.35K +4 +0.3%
AWS
3566
Arkfeld Wealth Strategies
Nebraska
$414K
PMG
3567
Private Management Group
California
$414K
CFG
3568
Carr Financial Group
Massachusetts
$414K -$164K -484 -29%
HI
3569
Harrington Investments
California
$414K -$338 -1 -0.1%
SC
3570
Summa Corp
Texas
$413K
ACM
3571
Ascent Capital Management
Oregon
$413K +$3.04K +9 +0.8%
MWA
3572
MFA Wealth Advisors
Pennsylvania
$412K -$123K -364 -24%
JTWM
3573
Jackson Thornton Wealth Management
Alabama
$412K +$74.4K +220 +21%
RRWA
3574
Rainey & Randall Wealth Advisors
Florida
$411K +$397K +1,173 New
MWM
3575
Momentous Wealth Management
Washington
$410K +$12.2K +36 +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.