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 %
1C
2776
111 Capital
France
$368K -$175K -320 -32%
DIM
2777
Delta Investment Management
California
$366K -$1.08M -1,961 -75%
LRIA
2778
Leonard Rickey Investment Advisors
Washington
$366K -$25.6K -50 -7%
SICM
2779
Sustainable Insight Capital Management
New York
$366K +$110K +200 +43%
CRI
2780
Colonial River Investments
Virginia
$365K -$63K -115 -15%
GSIAS
2781
Garden State Investment Advisory Services
New Jersey
$365K +$19.3K +36 +6%
SIS
2782
Sound Income Strategies
Florida
$365K +$16.4K +30 +5%
LRIC
2783
Long Road Investment Counsel
Michigan
$365K +$365K +665 New
SFG
2784
SNS Financial Group
Minnesota
$364K +$12.6K +23 +4%
PJWM
2785
Philip James Wealth Mangement
Georgia
$363K +$93.1K +170 +34%
KBFS
2786
Kohmann Bosshard Financial Services
Ohio
$362K -$78.4K -143 -18%
FDDB
2787
Fidelity D&D Bancorp
Pennsylvania
$361K
APM
2788
Advanced Portfolio Management
New York
$361K +$361K +659 New
CA
2789
Calton & Associates
Florida
$361K +$361K +659 New
TBC
2790
Ted Buchan & Co
California
$361K
CSB
2791
City State Bank
Iowa
$360K
ACA
2792
Ascension Capital Advisors
Texas
$359K
HA
2793
Hofer & Associates
California
$359K +$25.7K +47 +8%
W
2794
Wealthquest
Ohio
$358K -$548 -1 -0.2%
WWM
2795
Wagner Wealth Management
South Carolina
$358K -$95.4K -174 -21%
RPGK
2796
Retirement Planning Group (Kansas)
Kansas
$357K -$13.7K -25 -4%
WB
2797
West Bancorporation
Iowa
$357K -$548 -1 -0.2%
MWP
2798
Meridian Wealth Partners
Pennsylvania
$356K -$70.2K -128 -16%
LGW
2799
Leslie Global Wealth
Illinois
$356K +$4.39K +8 +1%
JFGLC
2800
Johnson Financial Group LLC (Colorado)
Colorado
$356K +$356K +649 New