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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 %
BI
2601
Ballast Inc
Kentucky
$492K +$126K +229 +34%
DO
2602
denkapparat Operations
Germany
$491K -$80K -146 -14%
GBWM
2603
Granite Bay Wealth Management
New Hampshire
$491K
HOWA
2604
Heritage Oak Wealth Advisors
Florida
$491K -$1.1K -2 -0.2%
LFG
2605
Lockerman Financial Group
California
$490K +$9.32K +17 +2%
TPBG
2606
Turning Point Benefit Group
Maryland
$488K +$110K +227 +29%
NCTC
2607
New Covenant Trust Company
Indiana
$488K -$17.3K -32 -3%
EFH
2608
Eaton Financial Holdings
Florida
$487K -$154K -281 -24%
AW
2609
Apricus Wealth
South Carolina
$487K +$110K +200 +29%
Betterment LLC
2610
Betterment LLC
New York
$487K +$28.5K +52 +6%
OHWP
2611
Oak Harbor Wealth Partners
North Carolina
$487K +$185K +337 +61%
AWG
2612
Altus Wealth Group
Colorado
$486K +$3.84K +7 +0.8%
MPW
2613
Magnolia Private Wealth
Pennsylvania
$486K +$28.5K +52 +6%
HTWM
2614
Hartmann Taylor Wealth Management
Texas
$486K +$486K +887 New
PFWA
2615
Paces Ferry Wealth Advisors
Georgia
$486K -$3.29K -6 -0.7%
EC
2616
EdgeRock Capital
Colorado
$485K -$115K -209 -19%
FBFS
2617
First Business Financial Services
Wisconsin
$485K
HI
2618
Hudock Inc
Pennsylvania
$485K +$4.39K +8 +0.9%
BMC
2619
Benin Management Corp
Connecticut
$484K +$40.6K +74 +9%
PW
2620
PUREfi Wealth
Massachusetts
$483K +$18.1K +33 +4%
IF
2621
Intrua Financial
Texas
$482K -$53.2K -97 -10%
PFM
2622
Phillips Financial Management
Indiana
$481K +$41.7K +76 +9%
KW
2623
Keyvantage Wealth
Pennsylvania
$481K +$50.4K +92 +12%
SFWA
2624
Summit Financial Wealth Advisors
Louisiana
$480K +$2.19K +4 +0.5%
AW
2625
Alteri Wealth
California
$480K -$14.3K -26 -3%