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4,282 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, 1,652 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: 4,2824,282 (0)

15% less repeat investments, than reductions

Existing positions increased: 1,652 | Existing positions reduced: 1,935

22% less call options, than puts

Call options by funds: $5.19B | Put options by funds: $6.61B

Holders
4,282
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
1,652
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
GA
1926
GoalVest Advisory
New York
$3.42M -$56.8K -168 -2%
CB
1927
CNB Bank
Pennsylvania
$3.42M -$356K -1,053 -10%
RA
1928
Ransom Advisory
Rhode Island
$3.42M -$338 -1 -0%
MAM
1929
MWA Asset Management
Massachusetts
$3.41M -$3.04K -9 -0.1%
LCM
1930
Legato Capital Management
California
$3.41M
CA
1931
Claro Advisors
Massachusetts
$3.41M +$127K +375 +4%
DCM
1932
Davidson Capital Management
Texas
$3.4M -$665K -1,965 -17%
GFP
1933
Gryphon Financial Partners
Ohio
$3.4M -$418K -1,236 -11%
WCM
1934
Weaver Capital Management
Georgia
$3.39M +$213K +629 +7%
AIC
1935
Argus Investors Counsel
New York
$3.39M -$254K -752 -7%
VCM
1936
Virtue Capital Management
Tennessee
$3.39M +$1.21M +3,571 +58%
CVA
1937
Central Valley Advisors
California
$3.38M -$486K -1,435 -13%
WI
1938
WrapManager Inc
California
$3.38M -$96.8K -286 -3%
SAM
1939
Secure Asset Management
Michigan
$3.38M +$336K +992 +11%
KIM
1940
Kestra Investment Management
Texas
$3.38M +$992K +2,932 +44%
SMC
1941
Smith, Moore & Co
Missouri
$3.38M -$76.8K -227 -2%
CRI
1942
Commonwealth Retirement Investments
Virginia
$3.38M +$59.6K +176 +2%
TCPG
1943
Trivant Custom Portfolio Group
California
$3.38M -$32.8K -97 -1%
GWMR
1944
GC Wealth Management RIA
Massachusetts
$3.37M -$419K -1,238 -11%
JHCP
1945
Jackson Hole Capital Partners
Oklahoma
$3.36M +$51.1K +151 +2%
LA
1946
Lindenwold Advisors
Pennsylvania
$3.36M +$1.47M +4,354 +83%
APP
1947
Avantax Planning Partners
Iowa
$3.36M +$264K +781 +9%
SIA
1948
Schear Investment Advisers
Ohio
$3.35M -$8.46K -25 -0.3%
SHFA
1949
SS&H Financial Advisors
Michigan
$3.34M +$338 +1 +0%
CWP
1950
Concord Wealth Partners
Virginia
$3.34M +$114K +338 +4%

V Hedge Fund Activity: Q1 2025 in Review

4,282 of the 7,463 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 1,652 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.

  • 4,282 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.