We are live on ! Find out more

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
NFG
1226
Nations Financial Group
Iowa
$9.75M +$434K +1,282 +5%
DJSG
1227
D.J. St. Germain
Massachusetts
$9.74M -$323K -954 -3%
IPGDR
1228
Investidor Profissional Gestao de Recursos
Brazil
$9.73M -$959K -2,835 -9%
TIM
1229
Thompson Investment Management
Wisconsin
$9.73M -$569K -1,682 -6%
GEA
1230
Glen Eagle Advisors
New Jersey
$9.68M -$269K -794 -3%
TCOO
1231
Trust Company of Oklahoma
Oklahoma
$9.67M -$403K -1,192 -4%
CA
1232
Claar Advisors
New York
$9.64M -$925K -2,735 -9%
TPCW
1233
TD Private Client Wealth
New York
$9.64M -$1.6M -4,721 -15%
HCA
1234
Harbour Capital Advisors
Virginia
$9.61M -$61.6K -182 -0.6%
AWP
1235
Ascent Wealth Partners
New York
$9.6M +$229K +676 +3%
SFP
1236
Shepherd Financial Partners
Massachusetts
$9.59M +$231K +683 +3%
BWS
1237
Buck Wealth Strategies
Colorado
$9.58M -$917K -2,710 -9%
RSWM
1238
Robertson Stephens Wealth Management
California
$9.57M -$320K -946 -3%
TAIM
1239
Te Ahumairangi Investment Management
New Zealand
$9.56M -$489K -1,446 -5%
AC
1240
AlphaCore Capital
California
$9.55M +$3.88M +11,453 +72%
NS
1241
NBC Securities
Alabama
$9.54M +$9.21M +27,206 +104,638%
DAS
1242
Diversify Advisory Services
Utah
$9.52M +$834K +2,465 +10%
CAS
1243
Coppell Advisory Solutions
Texas
$9.51M +$8.43M +24,900 +846%
CHC
1244
City Holding Co
West Virginia
$9.49M -$13.2K -39 -0.1%
OPW
1245
Osprey Private Wealth
New York
$9.47M +$1.74M +5,140 +23%
LOPW
1246
Live Oak Private Wealth
North Carolina
$9.44M +$87.6K +259 +1%
GSP
1247
Grafton Street Partners
Florida
$9.38M -$965K -2,851 -10%
TPA
1248
Trivium Point Advisory
Connecticut
$9.37M -$133K -394 -1%
SC
1249
Settian Capital
New York
$9.36M
TWP
1250
Tyche Wealth Partners
Texas
$9.34M +$198K +585 +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.