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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 %
CMS
2576
Capital Market Strategies
Florida
$510K -$20.8K -38 -4%
SCA
2577
Stonebridge Capital Advisors
Minnesota
$509K +$12.1K +22 +2%
BFC
2578
Bedel Financial Consulting
Indiana
$509K -$19.6K -35 -4%
SC
2579
Saiph Capital
New Jersey
$507K -$11K -20 -2%
DAL
2580
Delta Accumulation LLC
California
$506K +$494 +1 +0.1%
CIAM
2581
Caitong International Asset Management
Hong Kong
$505K +$505K +921 New
HB
2582
Horizon Bancorp
Indiana
$504K -$76.1K -139 -13%
WGC
2583
Watts Gwilliam & Co
Arizona
$503K +$91.5K +167 +22%
NCFG
2584
New Century Financial Group
New Jersey
$502K -$960K -1,752 -66%
BWM
2585
BlackDiamond Wealth Management
New York
$502K +$20.5K +36 +4%
EFA
2586
Edge Financial Advisors
Illinois
$501K +$548 +1 +0.1%
RW
2587
RVW Wealth
California
$501K +$25.2K +46 +5%
EHWM
2588
Eads & Heald Wealth Management
Georgia
$501K -$11K -20 -2%
MWA
2589
Motive Wealth Advisors
Michigan
$500K -$6.58K -12 -1%
FAN
2590
Financial Advisors Network
California
$500K +$22.5K +41 +5%
T
2591
TOBAM
France
$500K -$218K -398 -30%
PA
2592
Promethium Advisors
Maryland
$500K +$42.2K +77 +9%
WCFA
2593
Walkner Condon Financial Advisors
Wisconsin
$500K +$48.2K +88 +11%
PPW
2594
Parcion Private Wealth
Washington
$499K
RPCONE
2595
Retirement Planning Company of New England
Rhode Island
$497K -$8.23K -15 -2%
BBA
2596
Braun-Bostich & Associates
Pennsylvania
$496K +$18.6K +34 +4%
NG
2597
Northstar Group
New York
$494K +$47.1K +86 +11%
IIM
2598
Illumine Investment Management
Washington
$494K
OCM
2599
Ovata Capital Management
Hong Kong
$493K +$493K +900 New
TAM
2600
Townsend Asset Management
North Carolina
$492K