MA icon

Mastercard

3,437 hedge funds and large institutions have $432B invested in Mastercard in 2025 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,329 increasing their positions, 1,385 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,437
Holders Change
+40
Holders Change %
+1.18%
% of All Funds
46.69%
Holding in Top 10
376
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+14.98%
% of All Funds
5.11%
New
202
Increased
1,329
Reduced
1,385
Closed
97
Calls
$2.43B
Puts
$2.99B
Net Calls
-$561M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Shares
Change %
MM
2476
MQS Management
New York
$588K +$588K +1,073 New
BWAM
2477
Boyd Watterson Asset Management
Ohio
$586K
CF
2478
Convergence Financial
Missouri
$586K -$23.6K -43 -4%
MWM
2479
Mindset Wealth Management
Indiana
$586K
GAM
2480
Grandview Asset Management
Pennsylvania
$583K +$6.58K +12 +1%
TA
2481
Townsend & Associates
Colorado
$583K
ATS
2482
Ashton Thomas Securities
New York
$582K +$18.1K +33 +3%
SAMT
2483
Select Asset Management & Trust
Pennsylvania
$580K
APW
2484
Austin Private Wealth
Texas
$579K +$77.3K +141 +15%
CCA
2485
Conestoga Capital Advisors
Pennsylvania
$578K
BWA
2486
Bordeaux Wealth Advisors
California
$577K +$200K +364 +53%
PNC
2487
Park National Corp
Ohio
$577K +$83.9K +153 +17%
CB
2488
CNB Bank
Pennsylvania
$576K
OIS
2489
OneAscent Investment Solutions
Alabama
$575K +$575K +1,049 New
CBT
2490
Crews Bank & Trust
Florida
$575K -$28.5K -52 -5%
SAF
2491
Smith Anglin Financial
Texas
$574K -$2.74K -5 -0.5%
DTC
2492
Davidson Trust Company
Washington
$574K
FDW
2493
Fourth Dimension Wealth
Ohio
$573K +$27.4K +50 +5%
SRC
2494
Sage Rhino Capital
California
$573K -$5.48K -10 -0.9%
PIM
2495
Pullen Investment Management
Florida
$571K
LAS
2496
LWM Advisory Services
Florida
$569K
RIP
2497
RAM Investment Partners
Washington
$566K +$27.4K +50 +5%
GKWIM
2498
Gerber Kawasaki Wealth & Investment Management
California
$566K +$42.2K +77 +8%
ZIG
2499
Zullo Investment Group
Pennsylvania
$565K +$39.5K +72 +8%
RA
2500
Rise Advisors
New York
$564K +$29.6K +54 +6%