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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% more funds holding

Funds holding: 4,2814,281 (0)

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
Holders Change %
0%
% 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
WB
4076
West Bancorporation
Iowa
$205K -$29.1K -86 -13%
SRSA
4077
S.R. Schill & Associates
Washington
$205K +$198K +585 New
WWA
4078
Wisconsin Wealth Advisors
Wisconsin
$205K +$198K +585 New
SIA
4079
Summit Investment Advisors
Maryland
$205K -$10.8K -32 -5%
TC
4080
Tacita Capital
Ontario, Canada
$205K
IFA
4081
Independence Financial Advisors
New Hampshire
$204K +$197K +583 New
AWMNY
4082
Arcadia Wealth Management (New York)
New York
$204K +$197K +582 New
BW
4083
Balance Wealth
Ohio
$204K +$197K +581 New
OFS
4084
Oldfather Financial Services
Nebraska
$204K -$91K -269 -32%
GPW
4085
Gray Private Wealth
Massachusetts
$203K -$25.4K -75 -11%
BWG
4086
Beta Wealth Group
California
$203K -$79.2K -234 -29%
TCM
4087
Tradewinds Capital Management
Washington
$202K +$338 +1 +0.2%
SWA
4088
ShankerValleau Wealth Advisors
Illinois
$202K +$195K +576 New
BW
4089
Basepoint Wealth
Iowa
$202K +$195K +576 New
TAM
4090
Tucker Asset Management
Colorado
$201K -$4.4K -13 -2%
AA
4091
ACT Advisors
North Carolina
$201K +$194K +574 New
PS
4092
Pinney & Scofield
Massachusetts
$201K
MCM
4093
Marathon Capital Management
Maryland
$200K +$193K +571 New
CLA
4094
Carnegie Lake Advisors
New Jersey
$200K +$193K +570 New
WPA
4095
Wealth Preservation Advisors
Tennessee
$200K +$193K +570 New
T
4096
Tidemark
California
$197K
HFS
4097
Hopwood Financial Services
Virginia
$187K +$16.2K +48 +10%
FCG
4098
Financial Connections Group
California
$187K -$10.5K -31 -5%
IA
4099
IFS Advisors
Kansas
$185K
RWML
4100
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$180K -$338 -1 -0.2%

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, unchanged from 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.