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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
PPW
3626
Pasadena Private Wealth
California
$380K +$367K +1,085 New
MHIC
3627
Marble Harbor Investment Counsel
Massachusetts
$380K
WHCFA
3628
William Howard & Co Financial Advisors
Tennessee
$379K
AFAS
3629
Acorn Financial Advisory Services
Virginia
$379K -$400K -1,182 -52%
SWM
3630
SFG Wealth Management
Maryland
$379K -$136K -402 -27%
PFM
3631
Potomac Fund Management
Florida
$378K +$48.4K +143 +14%
4WM
3632
4J Wealth Management
Virginia
$377K +$34.9K +103 +11%
HWM
3633
Horizon Wealth Management
Illinois
$377K +$52.8K +156 +17%
BL
3634
Balentine LLC
Georgia
$376K -$243K -719 -40%
FFG
3635
First Financial Group
North Carolina
$376K -$29.1K -86 -7%
CIC
3636
Cutler Investment Counsel
Oregon
$375K -$2.71K -8 -0.7%
OF
3637
Optimize Financial
California
$375K -$41.6K -123 -10%
WCAMG
3638
Woodard & Company Asset Management Group
North Carolina
$374K -$21K -62 -5%
EWA
3639
Evolution Wealth Advisors
Florida
$374K +$11.5K +34 +3%
AAS
3640
AdviceOne Advisory Services
Connecticut
$374K +$361K +1,066 New
SFCL
3641
Strengthening Families & Communities LLC
Massachusetts
$373K -$16.6K -49 -4%
GCA
3642
Greenwood Capital Associates
South Carolina
$373K -$14.2K -42 -4%
IA
3643
Inspire Advisors
Idaho
$373K -$10.8K -32 -3%
BF
3644
Baring Financial
Washington
$372K -$3.04K -9 -0.8%
CWM
3645
Cedar Wealth Management
California
$372K -$236K -697 -40%
WAN
3646
Wealth Advisors Northwest
Oregon
$371K -$15.9K -47 -4%
EWM
3647
Elevatus Welath Management
New York
$370K -$27.7K -82 -7%
GFG
3648
Grantvest Financial Group
New Jersey
$370K -$1.35K -4 -0.4%
FIBT
3649
First International Bank & Trust
North Dakota
$370K
PPC
3650
Pennington Partners & Co
Maryland
$369K -$263K -776 -42%

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.