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
CNC
3876
Citizens & Northern Corp
Pennsylvania
$272K +$4.06K +12 +2%
BA
3877
Ballew Advisors
Mississippi
$271K
TIM
3878
Tortoise Investment Management
New York
$271K -$110K -326 -30%
MWM
3879
Marion Wealth Management
Pennsylvania
$271K +$34.2K +101 +15%
WMA
3880
William Mack & Associates
Michigan
$271K +$5.08K +15 +2%
IW
3881
Instrumental Wealth
Florida
$270K +$13.2K +39 +5%
EARNEST Partners
3882
EARNEST Partners
Georgia
$270K
FS
3883
Financial Symmetry
North Carolina
$270K +$14.6K +43 +6%
DWA
3884
Delap Wealth Advisory
Oregon
$270K -$89.7K -265 -26%
WRM
3885
Weybosset Research & Management
Rhode Island
$270K -$102K -300 -28%
SH
3886
SLT Holdings
Arizona
$268K +$33.8K +100 +15%
KL
3887
KWMG LLC
Kansas
$268K +$12.5K +37 +5%
CCP
3888
Clarity Capital Partners
California
$267K +$31.8K +94 +14%
SWMG
3889
Signature Wealth Management Group
Georgia
$267K +$27.4K +81 +12%
SNBOSCI
3890
Security National Bank of Sioux City Iowa
Iowa
$267K -$25.4K -75 -9%
NJBEST
3891
New Jersey Better Educational Savings Trust
New Jersey
$266K
KNFPWM
3892
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$265K
LSA
3893
Lansing Street Advisors
Pennsylvania
$265K +$12.5K +37 +5%
WQ
3894
Wealth Quarterback
New Jersey
$264K +$338 +1 +0.1%
PWP
3895
Pursue Wealth Partners
California
$264K -$55.8K -165 -18%
FPGK
3896
Financial Partners Group (Kansas)
Kansas
$264K +$12.5K +37 +5%
TFO
3897
Tarbox Family Office
California
$264K -$4.06K -12 -2%
MCM
3898
MontVue Capital Management
Virginia
$263K
MIHAS
3899
Maj Invest Holding A/S
Denmark
$263K
VW
3900
Veridan Wealth
Oregon
$263K -$4.74K -14 -2%

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.