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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
GFWA
4026
Grey Fox Wealth Advisors
Delaware
$221K +$213K +629 New
CI
4027
Carroll Investors
South Carolina
$219K +$212K +626 New
TFG
4028
Taylor Financial Group
Virginia
$219K +$212K +626 New
DACG
4029
Donor Advised Charitable Giving
California
$219K +$211K +625 New
CC
4030
Commons Capital
Massachusetts
$219K +$211K +625 New
OAJ
4031
Ogorek Anthony Joseph
New York
$219K +$68K +201 +47%
DJYG
4032
David J. Yvars Group
Florida
$219K +$211K +624 New
AWM
4033
Adams Wealth Management
Utah
$218K -$4.74K -14 -2%
CI
4034
CacheTech Inc
Utah
$218K -$4.74K -14 -2%
KBFS
4035
Kohmann Bosshard Financial Services
Ohio
$218K
SWIM
4036
Smallwood Wealth Investment Management
New Jersey
$217K +$210K +620 New
SPAS
4037
Spectrum Planning & Advisory Services
California
$217K -$9.47K -28 -4%
SFC
4038
Summit Financial Consulting
Michigan
$217K +$210K +620 New
PIA
4039
Panoramic Investment Advisors
Colorado
$217K -$16.9K -50 -7%
BOSSRA
4040
B.O.S.S. Retirement Advisors
Utah
$217K -$9.81K -29 -4%
BWA
4041
Brave Warrior Advisors
New York
$217K +$209K +618 New
GSWA
4042
Good Steward Wealth Advisors
Tennessee
$217K +$209K +618 New
IWB
4043
Innovative Wealth Building
Maryland
$215K +$208K +614 New
SFO
4044
Standard Family Office
South Dakota
$214K -$155K -459 -43%
CFP
4045
Comprehensive Financial Planning
Pennsylvania
$214K
DCBT
4046
Dakota Community Bank & Trust
North Dakota
$214K
WFS
4047
Widmann Financial Services
Maryland
$214K +$207K +611 New
DC
4048
Defender Capital
North Carolina
$214K +$210K +620 New
SI
4049
Stonekeep Investments
New Mexico
$213K +$206K +608 New
WAM
4050
Wilsey Asset Management
California
$213K +$205K +607 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.