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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
46.68%
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 %
GAG
2701
Goodman Advisory Group
Massachusetts
$424K +$424K +773 New
4A
2702
4Wealth Advisors
Illinois
$423K +$34K +62 +9%
GSC
2703
Ground Swell Capital
South Carolina
$422K +$422K +769 New
EMAM
2704
Encompass More Asset Management
California
$420K -$34K -62 -7%
DWM
2705
DecisionMap Wealth Management
Virginia
$420K +$13.2K +24 +3%
GPWM
2706
Grant Private Wealth Management
California
$419K +$66.9K +122 +19%
CW
2707
Code Waechter
Florida
$418K -$15.9K -29 -4%
RWM
2708
Revisor Wealth Management
Ohio
$418K +$418K +762 New
LWM
2709
Level Wealth Management
North Carolina
$417K -$76.7K -140 -16%
CWM
2710
Cherrydale Wealth Management
New Jersey
$416K -$7.13K -13 -2%
BAM
2711
Blueshift Asset Management
New Jersey
$416K +$416K +759 New
TSW
2712
Thompson Siegel & Walmsley
Virginia
$415K +$86.1K +157 +26%
GAM
2713
Gemmer Asset Management
California
$415K
RTC
2714
Riverview Trust Company
Washington
$414K -$8.77K -16 -2%
ECM
2715
Elgethun Capital Management
South Dakota
$414K -$36.2K -66 -8%
WPC
2716
Waters Parkerson & Co
Louisiana
$411K
MIM
2717
Merrion Investment Management
New Jersey
$411K
WHCI
2718
W.H. Cornerstone Investments
Massachusetts
$406K
CSC
2719
Caldwell Sutter Capital
California
$405K -$12.1K -22 -3%
VAM
2720
Verity Asset Management
North Carolina
$405K
UWPG
2721
Ullmann Wealth Partners Group
Florida
$404K +$55.9K +102 +16%
CCA
2722
Covey Capital Advisors
Georgia
$403K
BCM
2723
Bienville Capital Management
New York
$402K
CCM
2724
Crew Capital Management
Ohio
$402K +$7.13K +13 +2%
FB
2725
First Bancorp
Maine
$401K