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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 %
HPBT
2801
Hickory Point Bank & Trust
Illinois
$355K +$20.8K +38 +6%
GA
2802
GSG Advisors
New Jersey
$354K -$32K -62 -8%
CA
2803
CSM Advisors
Pennsylvania
$353K -$2.73K -5 -0.8%
AFA
2804
Allium Financial Advisors
Oregon
$353K +$353K +644 New
WCP
2805
Wealthcare Capital Partners
Pennsylvania
$352K
ST
2806
Sentinel Trust
Texas
$352K -$59.1K -108 -14%
IVP
2807
Intrinsic Value Partners
Arizona
$351K -$18.6K -34 -5%
CFD
2808
Creative Financial Designs
Indiana
$351K +$55.9K +102 +19%
BFAG
2809
Blackston Financial Advisory Group
Florida
$350K +$57.6K +105 +20%
MW
2810
Members Wealth
Pennsylvania
$350K +$6.58K +12 +2%
PAG
2811
Powers Advisory Group
Illinois
$350K +$59.7K +109 +21%
LWP
2812
LeClair Wealth Partners
Ohio
$349K -$3.29K -6 -0.9%
GJIA
2813
Glass Jacobson Investment Advisors
Maryland
$349K
FFG
2814
Frisch Financial Group
New York
$349K +$26.3K +48 +8%
SIC
2815
Sage Investment Counsel
Tennessee
$348K
MSFP
2816
Mark Sheptoff Financial Planning
Connecticut
$348K
SPI
2817
Sutton Place Investors
New York
$348K +$47.1K +86 +16%
WA
2818
Wealthstream Advisors
New York
$347K +$9.87K +18 +3%
ONSWM
2819
Old North State Wealth Management
North Carolina
$346K -$117K -212 -25%
WIC
2820
WealthBridge Investment Counsel
Alberta, Canada
$346K
MPIA
2821
Mountain Pacific Investment Advisers
Idaho
$345K
CWM
2822
Chicago Wealth Management
Illinois
$345K
IWN
2823
Independent Wealth Network
Iowa
$344K +$2.19K +4 +0.6%
FNWA
2824
Financial Network Wealth Advisors
Utah
$344K +$55.4K +101 +19%
FFG
2825
First Financial Group
North Carolina
$344K -$73K -133 -18%