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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
NECFA
4101
New England Capital Financial Advisors
Connecticut
$180K
BFP
4102
Briaud Financial Planning
Texas
$180K
BI
4103
Binnacle Investments
Iowa
$178K +$172K +509 New
MWM
4104
MorganRosel Wealth Management
Colorado
$177K +$171K +504 New
MCI
4105
MRP Capital Investments
Georgia
$175K
IWM
4106
IMG Wealth Management
Florida
$165K
TLA
4107
Tanglewood Legacy Advisors
Texas
$165K -$2.71K -8 -2%
FGAM
4108
Financial Gravity Asset Management
Texas
$164K +$158K +467 New
HWM
4109
HighMark Wealth Management
Minnesota
$163K
RDFA
4110
Ritter Daniher Financial Advisory
Ohio
$163K
HC
4111
Hara Capital
Washington
$161K -$181K -535 -54%
SI
4112
Sava Infond
Slovenia
$161K +$156K +460 New
CTWM
4113
Cherry Tree Wealth Management
Minnesota
$161K +$9.81K +29 +7%
HNW
4114
High Note Wealth
Minnesota
$156K
IWP
4115
IAG Wealth Partners
Wisconsin
$154K
PWMG
4116
Private Wealth Management Group
New Jersey
$151K -$1.01K -3 -0.7%
AW
4117
Avion Wealth
Texas
$151K
HHGA
4118
Halbert Hargrove Global Advisors
California
$149K -$3.04K -9 -2%
S
4119
Sachetta
Massachusetts
$147K -$1.69K -5 -1%
T
4120
Transce3nd
Texas
$147K -$50.1K -148 -26%
ACA
4121
American Capital Advisory
Idaho
$147K +$6.43K +19 +5%
CMP
4122
Coston McIsaac & Partners
Maine
$146K
LWA
4123
Lowe Wealth Advisors
Maryland
$142K
KWM
4124
Kiker Wealth Management
Georgia
$142K +$137K +404 New
RTL
4125
Red Tortoise LLC
Georgia
$141K

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.