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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
57.38%
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
CCA
4401
Clearwater Capital Advisors
Illinois
-$211K -668 Closed
EFP
4402
Elser Financial Planning
Indiana
-$209K -661 Closed
CMS
4403
Capital Market Strategies
Florida
-$209K -660 Closed
MB
4404
Mizuho Bank
Japan
-$209K -660 Closed
TLFA
4405
True Link Financial Advisors
California
-$208K -659 Closed
EA
4406
Ergawealth Advisors
Illinois
-$208K -657 Closed
BMD
4407
Better Money Decisions
New Mexico
-$207K -656 Closed
CC
4408
Climber Capital
Switzerland
-$207K -655 Closed
HI
4409
Human Investing
Oregon
-$154K -487 Closed
FWM
4410
FLP Wealth Management
Arkansas
-$104K -328 Closed
CJ
4411
Caitlin John
Michigan
-$95.7K -303 Closed
LG
4412
LAM Group
Oregon
-$94.8K -300 Closed
MCM
4413
MidAtlantic Capital Management
Virginia
-$86.3K -273 Closed
MCA
4414
Maryland Capital Advisors
Maryland
-$83.8K -265 Closed
SMFG
4415
Sumitomo Mitsui Financial Group
Japan
-$71.4K -224 Closed
DP
4416
Denver PWM
Colorado
-$64.1K -203 Closed
CI
4417
Cordant Inc
Oregon
-$63.2K -200 Closed
DWA
4418
Delos Wealth Advisors
Texas
-$55.3K -175 Closed
MRP
4419
Measured Risk Portfolios
California
-$47.4K -150 Closed
SMAM
4420
Sugar Maple Asset Management
Wisconsin
-$43.6K -138 Closed
SIP
4421
Sellwood Investment Partners
Oregon
-$40.8K -129 Closed
FIA
4422
FPC Investment Advisory
California
-$35.9K -105 Closed
MA
4423
Modus Advisors
Minnesota
-$31.9K -101 Closed
DRP
4424
Decker Retirement Planning
Utah
-$25.6K -81 Closed
FC
4425
Family CFO
California
-$3.79K -12 Closed

V Hedge Fund Activity: Q1 2025 in Review

4,281 of the 7,461 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.