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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 %
RFN
2526
Redwood Financial Network
Ohio
$545K +$8.22K +15 +2%
DWS
2527
Discipline Wealth Solutions
South Carolina
$545K
FWA
2528
Flagship Wealth Advisors
Massachusetts
$543K
BBW
2529
Blue Barn Wealth
Utah
$543K -$8.22K -15 -1%
JWBC
2530
J.W. Burns & Co
New York
$542K -$3.29K -6 -0.6%
FM
2531
Foster & Motley
Ohio
$541K -$29.1K -53 -5%
MHC
2532
May Hill Capital
Massachusetts
$540K +$10.4K +19 +2%
BTWM
2533
Brass Tax Wealth Management
Ohio
$540K +$165K +301 +44%
NPF
2534
Norris Perne & French
Michigan
$540K -$15.9K -29 -3%
BT
2535
Banque Transatlantique
France
$540K -$527K -960 -49%
PPWM
2536
Paragon Private Wealth Management
Kentucky
$540K -$181K -330 -25%
CPA
2537
Clear Point Advisors
New York
$538K
PWP
2538
Phillips Wealth Planners
Mississippi
$538K +$9.69K +19 +2%
VP
2539
Verum Partners
North Carolina
$537K +$13.7K +25 +3%
BHB
2540
Bank Hapoalim BM
Israel
$537K -$18.1K -33 -3%
WPWM
2541
Western Pacific Wealth Management
Illinois
$537K -$106K -193 -16%
SWAG
2542
Spectrum Wealth Advisory Group
California
$535K
MWM
2543
MBE Wealth Management
Wisconsin
$534K -$11K -20 -2%
WIC
2544
Wilkins Investment Counsel
Massachusetts
$534K
AIM
2545
Avity Investment Management
Connecticut
$534K
VCP
2546
Verus Capital Partners
Arizona
$533K -$193K -352 -27%
LDB
2547
Lee, Danner & Bass
Tennessee
$533K
PA
2548
PFW Advisors
Georgia
$533K
PDM
2549
Penn Davis McFarland
Texas
$533K
AI
2550
AdvisorShares Investments
Maryland
$533K