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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
WA
3601
WealthTrust Axiom
Pennsylvania
$398K
LSL
3602
Legacy Solutions LLC
Pennsylvania
$397K +$2.71K +8 +0.7%
PSF
3603
Pacific Sun Financial
California
$396K
TWM
3604
Tanager Wealth Management
United Kingdom
$395K +$132K +390 +53%
WIM
3605
WealthPlan Investment Management
Nebraska
$394K -$195K -577 -34%
FWM
3606
Fortress Wealth Management
California
$393K
FAN
3607
Financial Advisors Network
California
$392K -$15.9K -47 -4%
SWRP
3608
Summit Wealth & Retirement Planning
California
$391K +$67K +198 +22%
FWM
3609
Finer Wealth Management
Massachusetts
$391K -$7.44K -22 -2%
DFA
3610
Davies Financial Advisors
California
$389K +$19.6K +58 +6%
EWA
3611
Encompass Wealth Advisors
Oregon
$389K -$6.43K -19 -2%
JPG
3612
Jordan Park Group
California
$389K
GWA
3613
Geometric Wealth Advisors
District of Columbia
$389K +$338 +1 +0.1%
SIG
3614
Spinnaker Investment Group
California
$388K +$47.4K +140 +14%
MSA
3615
McAlister Sweet & Associates
Texas
$388K
SGI
3616
Swan Global Investments
Colorado
$388K +$98.8K +292 +36%
LF
3617
LifeSteps Financial
California
$388K +$48.4K +143 +15%
TWA
3618
Tandem Wealth Advisors
Arizona
$388K +$5.08K +15 +1%
CA
3619
CGN Advisors
Kansas
$387K -$4.06K -12 -1%
NWWA
3620
New Wave Wealth Advisors
Arkansas
$387K -$60.6K -179 -14%
B
3621
Barings
North Carolina
$387K -$53.5K -158 -13%
BDFN
3622
Bond & Devick Financial Network
Minnesota
$387K +$4.06K +12 +1%
DAM
3623
Draper Asset Management
New York
$383K -$1.22M -3,593 -77%
PFA
3624
Petra Financial Advisors
Colorado
$382K
PFS
3625
Prospect Financial Services
New York
$381K -$71.1K -210 -16%

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.