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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 %
BC
2751
Belmont Capital
California
$384K
KWM
2752
Kaydan Wealth Management
Michigan
$382K -$4.39K -8 -1%
CM
2753
Capula Management
Cayman Islands
$380K +$237K +433 +166%
TS
2754
Tamar Securities
California
$380K -$1.1K -2 -0.3%
CNTOF
2755
Canandaigua National Trust of Florida
New York
$380K +$101K +185 +36%
WIM
2756
Warwick Investment Management
Texas
$380K +$128K +233 +51%
SRL
2757
Scientech Research LLC
New Jersey
$379K -$144K -262 -27%
WC
2758
Woodstock Corp
Massachusetts
$379K -$7.67K -14 -2%
GGI
2759
Godsey & Gibb Inc
Virginia
$379K
EWM
2760
Endowment Wealth Management
Wisconsin
$378K -$11K -20 -3%
SA
2761
Strategic Advocates
Utah
$378K +$11K +20 +3%
TVWM
2762
Tower View Wealth Management
Wisconsin
$378K -$4.93K -9 -1%
TFA
2763
Trinity Financial Advisors
Ohio
$377K -$1.06K -2 -0.3%
TPWA
2764
TRUE Private Wealth Advisors
Oregon
$374K +$133K +242 +55%
PCP
2765
Panoramic Capital Partners
Oregon
$373K +$136K +284 +57%
DFA
2766
DHJJ Financial Advisors
Illinois
$373K -$23.6K -43 -6%
MSR
2767
Main Street Research
Connecticut
$373K +$63.6K +116 +21%
RA
2768
Riversedge Advisors
Delaware
$372K +$372K +678 New
AWP
2769
Atlas Wealth Partners
Pennsylvania
$371K
CTA
2770
Colonial Trust Advisors
South Carolina
$369K
MWP
2771
Madison Wealth Partners
Wisconsin
$369K -$8.22K -15 -2%
ODA
2772
One Degree Advisors
California
$369K +$7.65K +14 +2%
CSWG
2773
Cardinal Strategic Wealth Guidance
Kentucky
$369K -$23.6K -43 -6%
TVAMP
2774
Tennessee Valley Asset Management Partners
Tennessee
$369K -$548 -1 -0.1%
AWM
2775
Accel Wealth Management
Iowa
$368K +$21.4K +39 +6%