MA icon

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 %
WH
2651
Willner & Heller
California
$453K -$19.2K -35 -4%
TWP
2652
Tempus Wealth Planning
California
$453K -$7.67K -14 -2%
AFA
2653
AA Financial Advisors
Ohio
$452K +$15.3K +28 +4%
GWAG
2654
Garrett Wealth Advisory Group
Texas
$452K +$151K +275 +50%
EA
2655
Echo45 Advisors
California
$452K
CIG
2656
Cascade Investment Group
Colorado
$451K
OFS
2657
Oldfather Financial Services
Nebraska
$451K +$548 +1 +0.1%
DWMS
2658
Dominguez Wealth Management Solutions
Virginia
$450K
TCOTS
2659
Trust Company of the South
North Carolina
$450K +$55.4K +101 +14%
MCM
2660
Morton Capital Management
California
$449K +$24.1K +44 +6%
MSCM
2661
McElhenny Sheffield Capital Management
Texas
$449K +$449K +819 New
FH
2662
FWG Holdings
Florida
$448K
BWM
2663
BCS Wealth Management
Tennessee
$448K -$2.74K -5 -0.6%
TIA
2664
Tiemann Investment Advisors
California
$448K -$11K -20 -2%
CFA
2665
Capstone Financial Advisors
Illinois
$447K +$548 +1 +0.1%
FFC
2666
First Financial Corp
Indiana
$445K -$22.5K -41 -5%
GWM
2667
GK Wealth Management
Nevada
$445K -$126K -229 -22%
LGG
2668
Luts & Greenleigh Group
Maryland
$444K +$6.03K +11 +1%
AHL
2669
Abel Hall LLC
Louisiana
$444K -$85.5K -156 -16%
IA
2670
Insight Advisors
Pennsylvania
$444K +$7.68K +14 +2%
LWM
2671
Lodestone Wealth Management
Washington
$443K -$14.8K -27 -3%
VFG
2672
Victory Financial Group
Texas
$442K +$62.5K +114 +16%
SPWG
2673
Sage Private Wealth Group
Illinois
$442K +$5.49K +10 +1%
CFSG
2674
Community Financial Services Group
Vermont
$441K -$3.84K -7 -0.9%
TPM
2675
Triasima Portfolio Management
Quebec, Canada
$441K -$6.58K -12 -1%