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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
AEPWM
3751
Atlantic Edge Private Wealth Management
Florida
$320K +$16.6K +49 +6%
CA
3752
CapWealth Advisors
Tennessee
$320K -$9.47K -28 -3%
OHIS
3753
Oak Harvest Investment Services
Texas
$319K -$37.2K -110 -11%
MPM
3754
Meritage Portfolio Management
Kansas
$319K -$20K -59 -6%
FDW
3755
Fourth Dimension Wealth
Ohio
$319K
KFS
3756
Keynote Financial Services
Connecticut
$318K
VCWA
3757
Vanguard Capital Wealth Advisors
Colorado
$318K -$16.2K -48 -5%
BBWA
3758
Bell & Brown Wealth Advisors
California
$318K +$17.9K +53 +6%
FFP
3759
Forbes Financial Planning
Rhode Island
$317K
GIM
3760
Guardian Investment Management
California
$317K -$778K -2,300 -25%
PWM
3761
Power Wealth Management
Georgia
$316K -$11.2K -33 -4%
HFS
3762
Heritage Financial Services
Massachusetts
$316K +$33.2K +98 +12%
HCWM
3763
Hidden Cove Wealth Management
Washington
$316K +$66.3K +196 +28%
FF
3764
Francis Financial
$316K -$235K -695 -44%
GC
3765
Grange Capital
Oregon
$315K
SC
3766
Schulhoff & Co
Ohio
$315K
GB
3767
Goepper Burkhardt
South Carolina
$315K +$16.9K +50 +6%
AA
3768
Acorns Advisers
California
$315K -$7.11K -21 -2%
Betterment LLC
3769
Betterment LLC
New York
$315K +$23K +68 +8%
CFO
3770
Custos Family Office
Texas
$315K +$2.37K +7 +0.8%
DI
3771
DDFG Inc
California
$314K
SF
3772
Symphony Financial
Texas
$314K -$3.42M -10,107 -91%
JLBC
3773
J.L. Bainbridge & Co
Florida
$314K +$338 +1 +0.1%
LC
3774
Lavaca Capital
Texas
$313K -$47K -139 -13%
WF
3775
WinCap Financial
Massachusetts
$312K +$3.04K +9 +1%

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.