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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
CA
2001
Callahan Advisors
Texas
$3.11M
SFPG
2002
Stonebridge Financial Planning Group
Florida
$3.11M -$79.5K -235 -3%
EHWM
2003
Eads & Heald Wealth Management
Georgia
$3.11M -$177K -524 -6%
DIP
2004
DT Investment Partners
Pennsylvania
$3.1M -$246K -727 -8%
CWM
2005
Compass Wealth Management
Connecticut
$3.1M -$33.8K -100 -1%
KC
2006
Katamaran Capital
United Kingdom
$3.09M +$2.99M +8,831 New
CP
2007
Canopy Partners
Ohio
$3.09M -$142K -419 -5%
BLC
2008
Brown, Lisle/Cummings
Rhode Island
$3.09M +$33.8K +100 +1%
GS
2009
GTS Securities
New York
$3.06M -$1.1M -3,238 -27%
PA
2010
PFW Advisors
Georgia
$3.06M +$13.5K +40 +0.5%
DWM
2011
Drive Wealth Management
Utah
$3.05M +$1.22M +3,619 +71%
Koshinski Asset Management
2012
Koshinski Asset Management
Illinois
$3.04M +$77.5K +229 +3%
SXL
2013
Summit X LLC
Missouri
$3.04M +$181K +534 +7%
RBC
2014
Romano Brothers & Co
Illinois
$3.04M +$23K +68 +0.8%
SAI
2015
Systematic Alpha Investments
New Jersey
$3.04M
FWM
2016
ForthRight Wealth Management
Georgia
$3.03M
BAM
2017
Byrne Asset Management
New Jersey
$3.03M -$57.9K -171 -2%
F8IS
2018
Figure 8 Investment Strategies
Idaho
$3.02M +$28.1K +83 +1%
SOW
2019
State of Wyoming
Wyoming
$3.01M +$24.7K +73 +0.9%
RPCONE
2020
Retirement Planning Company of New England
Rhode Island
$3.01M -$20.6K -61 -0.7%
VCP
2021
Verus Capital Partners
Arizona
$2.99M -$39.9K -118 -1%
OFS
2022
OneAscent Financial Services
Alabama
$2.98M +$186K +549 +7%
MSFP
2023
Mark Sheptoff Financial Planning
Connecticut
$2.98M
TCG
2024
Tremblant Capital Group
Florida
$2.97M +$125K +369 +5%
SFO
2025
Stokes Family Office
Louisiana
$2.97M -$816K -2,411 -22%

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.