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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
JIC
2026
Joel Isaacson & Co
New York
$2.97M +$289K +854 +11%
SWM
2027
Sculati Wealth Management
Michigan
$2.97M +$93.4K +276 +3%
WWM
2028
WT Wealth Management
Arizona
$2.96M -$429K -1,268 -13%
DCM
2029
Dudley Capital Management
Virginia
$2.96M
SW
2030
SkyOak Wealth
Michigan
$2.95M -$33.8K -100 -1%
HIC
2031
Holderness Investments Company
North Carolina
$2.95M +$84.6K +250 +3%
MA
2032
MONECO Advisors
Connecticut
$2.93M -$174K -514 -6%
BA
2033
Ballast Advisors
Minnesota
$2.93M +$109K +321 +4%
SP
2034
Stonebrook Private
Michigan
$2.93M +$95.1K +281 +3%
WB
2035
WesBanco Bank
West Virginia
$2.93M +$116K +342 +4%
BFA
2036
Beacon Financial Advisory
Ohio
$2.91M +$117K +345 +4%
PPWM
2037
Paragon Private Wealth Management
Kentucky
$2.91M -$163K -482 -5%
LI
2038
Louisbourg Investments
New Brunswick, Canada
$2.91M -$998K -2,950 -21%
SFM
2039
Systematic Financial Management
New Jersey
$2.91M
HA
2040
Helium Advisors
Washington
$2.89M -$48K -142 -2%
MFP
2041
Meridian Financial Partners
Virginia
$2.88M -$58.9K -174 -2%
OFS
2042
Orrstown Financial Services
Pennsylvania
$2.88M -$199K -589 -7%
PH
2043
Pinnacle Holdings
Oklahoma
$2.88M -$148K -438 -5%
IC
2044
Iconiq Capital
California
$2.87M +$427K +1,261 +18%
AWC
2045
Abundance Wealth Counselors
Pennsylvania
$2.87M -$57.5K -170 -2%
MSFS
2046
Main Street Financial Solutions
Pennsylvania
$2.86M -$32.5K -96 -1%
CNBT
2047
Canandaigua National Bank & Trust
New York
$2.85M -$370K -1,094 -12%
AF
2048
AGP Franklin
Tennessee
$2.84M +$20.6K +61 +0.7%
OWA
2049
One Wealth Advisors
California
$2.84M +$14.2K +42 +0.5%
FPL
2050
Fortress Private Ledger
North Carolina
$2.83M +$59.2K +175 +2%

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.