We are live on ! Find out more

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
RWM
3776
Rialto Wealth Management
New York
$312K +$17.3K +51 +6%
CW
3777
Curio Wealth
Maryland
$312K -$333K -985 -100%
EA
3778
Eclectic Associates
California
$312K -$677 -2 -0.2%
EFG
3779
Ehrlich Financial Group
California
$312K -$21.3K -63 -7%
GWMIA
3780
Global Wealth Management Investment Advisory
Florida
$311K
EAM
3781
Everstar Asset Management
North Carolina
$311K +$20.6K +61 +7%
TCTWM
3782
Three Cord True Wealth Management
Pennsylvania
$310K +$13.5K +40 +5%
MP
3783
McDonald Partners
Ohio
$309K
IF
3784
IRON Financial
Illinois
$309K
PRRFG
3785
Paul R. Ried Financial Group
Washington
$307K +$3.04K +9 +1%
AWM
3786
Apex Wealth Management
New Hampshire
$306K +$5.41K +16 +2%
USB
3787
Union Savings Bank
Connecticut
$306K
LSA
3788
L & S Advisors
California
$306K -$5.29M -15,641 -95%
AF
3789
Affiance Financial
Minnesota
$305K -$20.3K -60 -6%
PFG
3790
Prospect Financial Group
Virginia
$305K +$17.9K +53 +6%
AWM
3791
AllSquare Wealth Management
New York
$305K +$70K +207 +31%
AWM
3792
Abound Wealth Management
Tennessee
$304K -$26.7K -79 -8%
OGF
3793
Orin Green Financial
California
$304K +$321K +949 New
WWP
3794
Wise Wealth Partners
Arizona
$304K +$338 +1 +0.1%
WP
3795
Wealthspan Partners
Iowa
$303K -$8.46K -25 -3%
API
3796
Asset Planning Inc
California
$302K +$338 +1 +0.1%
MPW
3797
Magnolia Private Wealth
Pennsylvania
$302K +$60.9K +180 +26%
RWMG
3798
Redwood Wealth Management Group
New Jersey
$302K +$1.35K +4 +0.5%
ACM
3799
Academy Capital Management
Texas
$301K +$10.5K +31 +4%
AAM
3800
AR Asset Management
California
$301K

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.