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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
CFA
4001
Capstone Financial Advisors
Illinois
$229K -$73.8K -218 -25%
MTC
4002
Matrix Trust Company
Colorado
$229K +$48.4K +143 +28%
PFG
4003
Pinnacle Financial Group
Illinois
$229K -$9.81K -29 -4%
CA
4004
Cumberland Advisors
Florida
$228K +$3.38K +10 +2%
NC
4005
NewSquare Capital
Pennsylvania
$227K +$182K +538 +485%
PCA
4006
Providence Capital Advisors
North Carolina
$227K -$74.4K -220 -25%
PF
4007
Penney Financial
Texas
$226K
CW
4008
Code Waechter
Florida
$226K -$11.8K -35 -5%
CIA
4009
Cladis Investment Advisory
Montana
$226K -$33.8K -100 -13%
CIM
4010
Confluence Investment Management
Missouri
$226K +$218K +644 New
ACM
4011
Advance Capital Management
Michigan
$225K +$217K +642 New
DAM
4012
Doheny Asset Management
California
$225K +$218K +643 New
GSC
4013
G&S Capital
Colorado
$225K +$3.04K +9 +1%
CFG
4014
Cosner Financial Group
Colorado
$224K
UOTTAIMCU
4015
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$224K -$70.4K -208 -25%
PAG
4016
Poinciana Advisors Group
Florida
$223K +$216K +637 New
SAS
4017
Stelac Advisory Services
New York
$223K -$504K -1,488 -70%
PWM
4018
Provident Wealth Management
Tennessee
$222K
WCWM
4019
Wooster Corthell Wealth Management
Connecticut
$222K +$214K +633 New
CA
4020
Claris Advisors
Missouri
$221K +$214K +632 New
LL
4021
LPWM LLC
Minnesota
$221K +$214K +632 New
PCM
4022
Payne Capital Management
New York
$221K +$214K +631 New
MWM
4023
Maltin Wealth Management
New Jersey
$221K +$213K +630 New
KA
4024
Kooman & Associates
Pennsylvania
$221K +$213K +630 New
PFA
4025
Pettinga Financial Advisors
Indiana
$221K +$213K +629 New

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.