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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 %
HCA
2726
Horan Capital Advisors
Ohio
$400K -$5.48K -10 -1%
BCM
2727
BluePointe Capital Management
California
$399K +$135K +247 +51%
MWC
2728
MBM Wealth Consultants
Missouri
$398K
KF
2729
KKM Financial
Illinois
$398K +$2.74K +5 +0.7%
LA
2730
Lakeside Advisors
Washington
$397K -$27.4K -50 -6%
MAG
2731
Mayfair Advisory Group
Alabama
$397K -$11K -20 -3%
NCM
2732
Noesis Capital Mangement
Florida
$394K -$27.4K -50 -7%
AI
2733
Accredited Investors
Minnesota
$394K +$9.87K +18 +3%
QP
2734
Quilter Plc
United Kingdom
$394K +$6.03K +11 +2%
ATC
2735
Adirondack Trust Company
New York
$394K +$29K +53 +8%
SI
2736
Stonekeep Investments
New Mexico
$393K
BCP
2737
Berkeley Capital Partners
Georgia
$392K +$10.4K +19 +3%
AIA
2738
AIMZ Investment Advisors
California
$391K
LCM
2739
LVM Capital Management
Michigan
$391K
XWM
2740
Xcel Wealth Management
Florida
$390K
OAM
2741
Oberweis Asset Management
Illinois
$390K -$2.74K -5 -0.7%
EWM
2742
Elevatus Welath Management
New York
$390K -$153K -279 -28%
CF
2743
Claris Financial
Virginia
$390K
IAG
2744
Investment Advisory Group
Massachusetts
$389K
AAMU
2745
AEGON Asset Management (UK)
United Kingdom
$387K +$362K +661 +1,469%
EA
2746
Emerald Advisors
Washington
$386K +$17K +31 +5%
AA
2747
Argent Advisors
Louisiana
$385K +$385K +703 New
FFA
2748
Founders Financial Alliance
North Carolina
$385K +$14.2K +26 +4%
LAM
2749
Lewis Asset Management
California
$384K -$82.3K -150 -18%
UAG
2750
United Advisor Group
Ohio
$384K -$103K -188 -21%