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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
46.68%
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 %
DIM
2551
DLK Investment Management
California
$532K
SFS
2552
Symphony Financial Services
Ohio
$532K -$140K -255 -21%
SA
2553
Stewardship Advisors
Pennsylvania
$531K +$7.13K +13 +1%
LWA
2554
Lineweaver Wealth Advisors
Ohio
$530K -$97.7K -178 -16%
IMC
2555
Investment Management Corporation
Virginia
$530K +$91.6K +167 +21%
AFM
2556
Aspetuck Financial Management
Connecticut
$530K -$16.4K -30 -3%
FA
2557
Fountainhead AM
New Jersey
$529K +$127K +232 +32%
RCP
2558
Rothschild Capital Partners
New York
$526K
CFAM
2559
Center For Asset Management
Florida
$526K -$43.9K -80 -8%
GWCM
2560
Godshalk Welsh Capital Management
Pennsylvania
$526K
SWA
2561
Strategies Wealth Advisors
Michigan
$526K +$526K +960 New
RDWM
2562
Red Door Wealth Management
Tennessee
$525K +$38.4K +70 +8%
SIC
2563
SFE Investment Counsel
California
$524K +$524K +956 New
MA
2564
MCF Advisors
Kentucky
$523K -$21.9K -40 -4%
RMP
2565
Richards, Merrill & Peterson
Washington
$522K +$13.7K +25 +3%
OWM
2566
OneAscent Wealth Management
Alabama
$522K -$47.7K -87 -8%
AWA
2567
Aletheian Wealth Advisors
Washington
$519K +$64.1K +117 +14%
RIA
2568
Realta Investment Advisors
Delaware
$518K -$123K -224 -19%
NWWA
2569
New Wave Wealth Advisors
Arkansas
$517K -$69.1K -126 -12%
KCM
2570
Kanawha Capital Management
Virginia
$516K +$23.6K +43 +5%
VR
2571
Valued Retirements
Texas
$513K +$225K +411 +78%
DA
2572
Drake & Associates
Wisconsin
$513K +$89.4K +163 +21%
SIAG
2573
Safeguard Investment Advisory Group
California
$512K +$106K +194 +26%
FM
2574
Family Management
New York
$510K -$34K -62 -6%
UB
2575
Umpqua Bank
Oregon
$510K +$4.39K +8 +0.9%