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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
WFP
4051
Wrenne Financial Planning
Kentucky
$212K +$205K +605 New
BWP
4052
Bernardo Wealth Planning
Pennsylvania
$212K +$205K +605 New
VFP
4053
Verus Financial Partners
Virginia
$212K +$214K +631 New
CFG
4054
Clayton Financial Group
Missouri
$211K -$22K -65 -10%
SSCM
4055
Spectrum Strategic Capital Management
Oregon
$211K +$204K +602 New
WIP
4056
WealthCare Investment Partners
Rhode Island
$211K +$338 +1 +0.2%
RWA
4057
Rooted Wealth Advisors
Illinois
$210K +$227K +672 New
RCM
4058
Requisite Capital Management
Texas
$210K -$584K -1,727 -74%
FCMT
4059
Founders Capital Management (Texas)
Texas
$210K -$6.43K -19 -3%
MF
4060
Meridian Financial
Massachusetts
$210K +$203K +600 New
AWC
4061
Adamsbrown Wealth Consultants
Kansas
$210K +$203K +600 New
AOG
4062
Alpha Omega Group
Virginia
$210K +$202K +598 New
SIM
4063
Synergy Investment Management
Florida
$209K +$10.2K +30 +5%
BC
4064
Barrett & Company
Rhode Island
$209K
LFA
4065
Lauterbach Financial Advisors
Texas
$209K -$35.9K -106 -15%
CS
4066
Capital Square
Tennessee
$208K -$21K -62 -9%
EI
4067
eCIO Inc
Wisconsin
$207K +$200K +592 New
SWP
4068
ShoreHaven Wealth Partners
New Jersey
$207K +$200K +591 New
TA
4069
Teramo Advisors
Florida
$207K +$200K +591 New
EC
4070
Eaton-Cambridge
Arizona
$207K +$200K +590 New
WCM
4071
Wealthcare Capital Management
Virginia
$207K +$200K +590 New
KCM
4072
Kendall Capital Management
Maryland
$206K -$20.3K -60 -9%
SP
4073
Symmetry Partners
Connecticut
$206K -$83.6K -247 -30%
WAG
4074
Wiser Advisor Group
Arizona
$206K +$338 +1 +0.2%
SWAG
4075
Spectrum Wealth Advisory Group
California
$205K +$198K +586 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.