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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
KWM
851
Kingsview Wealth Management
Oregon
$21.1M -$29.8M -87,928 -59%
FIA
852
Foundations Investment Advisors
Arizona
$21M +$779K +2,302 +4%
CI
853
CX Institutional
Indiana
$21M +$2.65M +7,821 +15%
AC
854
Allstate Corporation
Illinois
$20.9M +$3.41M +10,075 +20%
ASN
855
Advisory Services Network
Georgia
$20.9M -$1.42M -4,206 -7%
MFG
856
Merit Financial Group
Georgia
$20.7M +$2.34M +6,909 +13%
LGWM
857
Litman Gregory Wealth Management
California
$20.6M -$158K -466 -0.8%
RSS
858
Rosenblum Silverman Sutton
California
$20.5M -$435K -1,286 -2%
CCM
859
Coldstream Capital Management
Washington
$20.5M -$112K -330 -0.6%
RCWMU
860
Rothschild & Co Wealth Management (UK)
United Kingdom
$20.5M +$938K +2,773 +5%
NIG
861
NFJ Investment Group
Texas
$20.5M +$8.17M +24,158 +71%
KIA
862
Knollwood Investment Advisory
Maryland
$20.3M
TCM
863
Telos Capital Management
California
$20.3M -$1.48M -4,360 -7%
PR
864
Payden & Rygel
California
$20.2M +$1.02M +3,000 +5%
CC
865
Criteria Caixa
Spain
$20.2M
MGWM
866
Marks Group Wealth Management
Minnesota
$20M -$523K -1,546 -3%
MC
867
Montag & Caldwell
Georgia
$19.9M -$763K -2,255 -4%
TA
868
TruWealth Advisors
Louisiana
$19.9M +$394K +1,164 +2%
TC
869
Tenere Capital
New York
$19.9M -$8.19M -24,208 -30%
SFI
870
Siemens Fonds Invest
Germany
$19.9M +$940K +2,779 +5%
RMSCM
871
R.M. Sincerbeaux Capital Management
New York
$19.9M
CIA
872
Covington Investment Advisors
Pennsylvania
$19.9M +$123K +363 +0.6%
TSS
873
Thomas Story & Son
Indiana
$19.7M +$176K +520 +0.9%
FNFDCM
874
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19.7M -$256K -757 -1%
AIM
875
Arcadia Investment Management
Michigan
$19.6M -$461K -1,362 -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, 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.