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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
NI
3726
NDVR Inc
Massachusetts
$334K +$322K +952 New
PWA
3727
Phoenix Wealth Advisors
North Carolina
$333K -$4.74K -14 -1%
NWM
3728
Northwest Wealth Management
Iowa
$333K +$60.6K +179 +23%
AWMM
3729
Aegis Wealth Management (Maryland)
Maryland
$332K
LC
3730
LCNB Corp
Ohio
$330K -$3.38K -10 -1%
TC
3731
Truvestments Capital
Florida
$330K +$118K +349 +59%
WIA
3732
Wetzel Investment Advisors
Indiana
$330K -$34.9K -103 -10%
AIA
3733
Accelerate Investment Advisors
California
$330K +$34.9K +103 +12%
EWP
3734
Elevation Wealth Partners
California
$329K
WJA
3735
Willis Johnson & Associates
Texas
$329K -$338 -1 -0.1%
OC
3736
Optima Capital
Oregon
$328K
MPM
3737
MBB Public Markets
Illinois
$328K +$317K +936 New
TT
3738
TI-Trust
Illinois
$328K -$16.9K -50 -5%
LAM
3739
Lountzis Asset Management
Pennsylvania
$327K +$328K +970 New
OWM
3740
Opes Wealth Management
California
$326K +$23.7K +70 +8%
VCP
3741
Vista Capital Partners
Oregon
$324K -$23.7K -70 -7%
PGIM
3742
Pacific Global Investment Management
California
$324K -$56.5K -167 -15%
BA
3743
Bellwether Advisors
Nebraska
$323K -$15.2K -45 -5%
BO
3744
Bank OZK
Arkansas
$323K -$8.8K -26 -3%
WCG
3745
Weaver Consulting Group
California
$323K +$56.2K +166 +22%
JWWM
3746
Johnson & White Wealth Management
Pennsylvania
$323K
HFA
3747
Highland Financial Advisors
New Jersey
$323K -$242K -715 -44%
ACM
3748
Ardent Capital Management
Ohio
$321K
VWM
3749
VCI Wealth Management
Missouri
$321K +$310K +917 New
EM
3750
ELCO Management
New York
$320K -$10.2K -30 -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.