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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
DFP
3701
Defined Financial Planning
California
$344K -$164K -486 -33%
SBF
3702
Sara-Bay Financial
Florida
$344K
TCM
3703
Thoma Capital Management
Maryland
$344K -$39.9K -118 -11%
MWM
3704
Maridea Wealth Management
New York
$344K -$31.8K -94 -9%
NI
3705
NCP Inc
California
$343K
CPG
3706
Cornerstone Planning Group
New Jersey
$343K +$177K +522 +104%
LWM
3707
LeConte Wealth Management
Tennessee
$342K +$331K +977 New
MFS
3708
Madrona Financial Services
Washington
$341K +$30.8K +91 +10%
MAA
3709
Matrix Asset Advisors
New York
$340K
EP
3710
Edgestream Partners
New Jersey
$340K -$4.65M -13,728 -93%
WWMSC
3711
Wagner Wealth Management (South Carolina)
South Carolina
$338K -$128K -378 -28%
AWM
3712
Accredited Wealth Management
Kentucky
$337K -$3.38K -10 -1%
ITB
3713
Idaho Trust Bank
Idaho
$337K +$326K +962 New
SO
3714
Sierra Ocean
California
$337K -$7.11K -21 -2%
MWM
3715
Melfa Wealth Management
Massachusetts
$336K +$18.3K +54 +6%
Dodge & Cox
3716
Dodge & Cox
California
$336K +$20K +59 +7%
CCP
3717
Carmel Capital Partners
California
$336K -$28.1K -83 -8%
PAM
3718
Pegasus Asset Management
New York
$336K +$70.4K +208 +28%
HWMG
3719
Hurlow Wealth Management Group
Indiana
$336K
PAM
3720
Prodigy Asset Management
Nebraska
$336K -$4.74K -14 -1%
WC
3721
Wynn Capital
Georgia
$335K -$43.3K -128 -12%
HCM
3722
Hilton Capital Management
New York
$335K +$44K +130 +16%
VPP
3723
Vertex Planning Partners
Illinois
$335K +$54.1K +160 +20%
HWA
3724
Hilltop Wealth Advisors
North Carolina
$334K +$322K +953 New
HWM
3725
Hobbs Wealth Management
Indiana
$334K +$10.5K +31 +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.