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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
MCM
1326
Mattern Capital Management
Colorado
$8.42M -$694K -2,052 -8%
SCM
1327
Sone Capital Management
New York
$8.41M +$2.44M +7,206 +43%
PWM
1328
Purus Wealth Management
California
$8.38M -$102K -300 -1%
BA
1329
Bristlecone Advisors
Washington
$8.38M -$202K -597 -2%
EFS
1330
Essex Financial Services
Connecticut
$8.35M -$636K -1,881 -7%
CGA
1331
Channing Global Advisors
Florida
$8.35M -$5.08K -15 -0.1%
DBG
1332
De Burlo Group
Massachusetts
$8.35M -$38.9K -115 -0.5%
HW
1333
Hedeker Wealth
Illinois
$8.34M -$97.1K -287 -1%
KJHP
1334
K.J. Harrison & Partners
Ontario, Canada
$8.29M -$320K -947 -4%
FNB
1335
Farmers National Bank
Kentucky
$8.27M -$142K -419 -2%
SC
1336
Scholtz & Company
Connecticut
$8.26M -$253K -747 -3%
S
1337
SimplyRich
California
$8.25M
LPCM
1338
Lynwood Price Capital Management
Texas
$8.24M +$6.26M +18,500 +370%
LMIM
1339
Lockheed Martin Investment Management
Maryland
$8.23M -$186K -550 -2%
SCM
1340
Spring Capital Management
Texas
$8.22M -$13.5K -40 -0.2%
LWMM
1341
Legacy Wealth Management (Mississippi)
Mississippi
$8.19M -$715K -2,114 -8%
PPA
1342
Painted Porch Advisors
California
$8.18M -$301K -890 -4%
CIG
1343
Consolidated Investment Group
Colorado
$8.17M -$332K -980 -4%
SBIA
1344
Sheaff Brock Investment Advisors
Indiana
$8.17M +$4.27M +12,615 +118%
NFC
1345
Northeast Financial Consultants
Connecticut
$8.14M -$46.7K -138 -0.6%
CCA
1346
Covey Capital Advisors
Georgia
$8.14M +$12.2K +36 +0.2%
TCWA
1347
Turtle Creek Wealth Advisors
Texas
$8.14M +$1.82M +5,391 +30%
BB
1348
Berkshire Bank
Massachusetts
$8.13M -$221K -654 -3%
FC
1349
FORA Capital
Florida
$8.12M +$7.84M +23,176 New
HVP
1350
Hudson Value Partners
Florida
$8.1M +$33.8K +100 +0.4%

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.