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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 %
AWA
2626
AGH Wealth Advisors
Kansas
$480K -$64.7K -118 -12%
CWMK
2627
Caliber Wealth Management (Kansas)
Kansas
$478K +$478K +872 New
FA
2628
Fortis Advisors
Pennsylvania
$477K +$41.1K +75 +9%
VCM
2629
Vivaldi Capital Management
Illinois
$477K -$20.8K -38 -4%
TC
2630
Trilogy Capital
California
$476K +$1.1K +2 +0.2%
MWP
2631
Meriwether Wealth & Planning
Louisiana
$476K +$548 +1 +0.1%
PCS
2632
Private Client Services
Kentucky
$475K +$19.2K +35 +4%
QL
2633
Quarry LP
New York
$474K +$474K +864 New
HCA
2634
Heck Capital Advisors
Wisconsin
$471K
VCM
2635
Vision Capital Management
Oregon
$471K
ACM
2636
Avalon Capital Management
California
$470K -$5.48K -10 -1%
NSB
2637
Norway Savings Bank
Maine
$468K -$27.4K -50 -6%
FC
2638
Financial Council
Maryland
$465K
BFS
2639
Burr Financial Services
California
$465K -$625K -1,141 -57%
HWA
2640
HHM Wealth Advisors
Tennessee
$463K +$30.1K +55 +7%
PWP
2641
Perfromance Wealth Partners
Illinois
$462K -$5.48K -10 -1%
AT
2642
Arlington Trust
Alabama
$462K +$107K +196 +30%
LI
2643
LifeWealth Investments
Florida
$459K +$181K +331 +65%
ZIC
2644
ZWJ Investment Counsel
Georgia
$458K -$188K -344 -29%
HA
2645
Hamel Associates
New Jersey
$457K
HIG
2646
Heritage Investment Group
Florida
$456K -$1.65K -3 -0.4%
PB
2647
Pinnacle Bancorp
Nebraska
$456K
BMWS
2648
Brady Martz Wealth Solutions
North Dakota
$455K +$1.1K +2 +0.2%
CWG
2649
Crown Wealth Group
North Carolina
$455K +$23.6K +43 +5%
WDC
2650
Woodward Diversified Capital
California
$454K +$3.84K +7 +0.9%