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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 %
NAS
2501
NWF Advisory Services
California
$563K -$429K -782 -43%
PWM
2502
Paulson Wealth Management
Illinois
$563K +$47.1K +86 +9%
NIP
2503
Nicholas Investment Partners
California
$562K +$231K +421 +70%
FCMC
2504
Founders Capital Management (Connecticut)
Connecticut
$560K
TCM
2505
Tuttle Capital Management
Connecticut
$559K +$116K +211 +26%
FWP
2506
FAS Wealth Partners
Kansas
$559K -$3.84K -7 -0.7%
WSA
2507
Warm Springs Advisors
California
$559K -$49.3K -90 -8%
JFG
2508
JMG Financial Group
Illinois
$558K
PW
2509
Pandora Wealth
Illinois
$558K +$558K +1,018 New
WF
2510
Whelan Financial
California
$557K +$303K +552 +119%
MPI
2511
Mairs & Power Inc
Minnesota
$556K
FCM
2512
Fire Capital Management
California
$556K
CIAS
2513
CFS Investment Advisory Services
New Jersey
$555K -$2.19K -4 -0.4%
DW
2514
Durante & Waters
New York
$555K
FAG
2515
Fortitude Advisory Group
Washington
$554K -$4.62K -9 -0.8%
CWD
2516
Clarity Wealth Development
Oregon
$553K
CCG
2517
Catalina Capital Group
California
$553K -$1.39M -2,537 -72%
RP
2518
Riverwater Partners
Wisconsin
$552K -$87.7K -160 -14%
MAG
2519
MRA Advisory Group
New Jersey
$549K -$811K -1,480 -60%
KWM
2520
Kanen Wealth Management
Florida
$548K
LCM
2521
Lattice Capital Management
Washington
$548K
SIM
2522
SSI Investment Management
California
$547K
HFM
2523
Hartford Financial Management
Connecticut
$546K
HPG
2524
Harvest Portfolios Group
Ontario, Canada
$545K -$320K -583 -37%
CIP
2525
Convergence Investment Partners
Florida
$545K -$175K -320 -24%