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According to the latest 13F filings, several major institutional investors increased their holdings in Visa Inc. (V), signaling broad confidence in the company’s dominant payment network, strong free cash flow generation, and durable long-term growth. Here are the most significant additions from the quarter:

TCI Fund Management LTD (Chris Hohn)

Shares: 28,057,351  Change: +8,989,793  Value: $9.58B
Chris Hohn made the largest purchase, from our list, this quarter, adding nearly 9 million shares. The aggressive accumulation highlights TCI’s conviction in Visa’s global leadership, scalable economics, and accelerating cross-border volume recovery.

Viking Global Investors LP (Andreas Halvorsen)

Shares: 2,897,030  Change: +1,276,308  Value: $0.99B
Andreas Halvorsen expanded Viking’s position by more than 1.2 million shares. The sizable add reflects confidence in Visa’s consistent earnings growth and long-term structural advantages in digital payments.

Fisher Asset Management, LLC (Ken Fisher)

Shares: 7,359,223  Change: +98,902  Value: $2.51B
Ken Fisher continued to scale into Visa, adding nearly 100,000 shares. Fisher’s ongoing buying underscores Visa’s status as a durable compounder with exceptional free-cash-flow margins.

Gotham Asset Management, LLC (Joel Greenblatt)

Shares: 143,375  Change: +67,951  Value: $0.05B
Joel Greenblatt boosted his position again this quarter. The increase aligns with his quality-at-a-reasonable-price approach, with Visa’s high ROIC and stable growth profile fitting neatly into his strategy.

Bridgewater Associates, LP (Ray Dalio)

Shares: 675,954  Change: +31,640  Value: $0.23B
Ray Dalio raised Bridgewater’s position, signaling Visa’s importance as a resilient, globally diversified holding in the firm’s macro-balanced portfolio.

Grantham, Mayo, Van Otterloo & Co. LLC (Jeremy Grantham)

Shares: 2,439,988  Change: +13,920  Value: $0.83B
Jeremy Grantham added modestly to GMO’s stake. The incremental increase fits with their preference for wide-moat businesses trading at fair long-term valuations.

Giverny Capital Inc. (Francis Rochon)

Shares: 405,520  Change: +4,223  Value: $0.14B
Francis Rochon increased his stake slightly, reflecting steady confidence in Visa’s cash-rich operating model.

Wedgewood Partners Inc. (David Rolfe)

Shares: 89,120  Change: +3,517  Value: $0.03B
David Rolfe added to his position, consistent with Wedgewood’s focus on high-quality, long-term compounders.

Fundsmith LLP (Terry Smith)

Shares: 3,854,336  Change: +265  Value: $1.32B
Terry Smith made a very small add, but the continued net increase shows Visa remains a core high-quality holding in his portfolio.

GAMCO Investors, Inc. ET AL (Mario Gabelli)

Shares: 33,910  Change: +96  Value: $0.01B
Mario Gabelli nudged his position higher, keeping Visa among his favored long-term compounders.

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