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 %
OWM
2676
Orgel Wealth Management
Wisconsin
$439K -$3.84K -7 -0.9%
PMFA
2677
Plante Moran Financial Advisors
Michigan
$439K -$11.5K -21 -3%
UBV
2678
United Bank (Virginia)
Virginia
$438K
NRWA
2679
North Ridge Wealth Advisors
Oregon
$438K
AC
2680
ASB Consultores
Florida
$437K -$777K -1,417 -64%
QFW
2681
QTR Family Wealth
Florida
$435K +$435K +794 New
CPW
2682
Catalyst Private Wealth
California
$434K +$1.64K +3 +0.4%
OWA
2683
Octavia Wealth Advisors
Ohio
$434K +$23K +42 +6%
CCT
2684
Chemung Canal Trust
New York
$432K -$20.3K -37 -4%
GFPC
2685
Global Financial Private Client
Florida
$431K +$14.3K +26 +3%
MAC
2686
Mason & Associates (California)
California
$431K +$11.5K +21 +3%
APW
2687
Acima Private Wealth
Virginia
$430K
AF
2688
Apollon Financial
South Carolina
$429K +$8.22K +15 +2%
FFA
2689
Fi3 Financial Advisors
Indiana
$429K +$25.8K +47 +6%
CG
2690
Cynosure Group
Utah
$429K +$26.3K +48 +7%
ICMM
2691
Integrated Capital Management (Michigan)
Michigan
$429K +$6.58K +12 +2%
SAM
2692
Secure Asset Management
Michigan
$429K +$6.58K +12 +2%
HG
2693
Harbor Group
New Hampshire
$428K
SWM
2694
Sagace Wealth Management
Florida
$426K -$157K -287 -27%
BWP
2695
Baldwin Wealth Partners
Massachusetts
$426K +$7.13K +13 +2%
SIC
2696
Sigma Investment Counselors
Michigan
$425K -$17.5K -32 -4%
MCM
2697
M1 Capital Management
Michigan
$425K +$2.74K +5 +0.6%
SCA
2698
Sandy Cove Advisors
Massachusetts
$424K +$45K +82 +12%
JWA
2699
JFS Wealth Advisors
Pennsylvania
$424K +$548 +1 +0.1%
GEA
2700
Glen Eagle Advisors
New Jersey
$424K +$41.1K +75 +11%