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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 %
VNA
2826
Valley National Advisers
Pennsylvania
$343K +$128K +234 +59%
RBWA
2827
RFG - Bristol Wealth Advisors
Massachusetts
$343K +$8.77K +16 +3%
IEFM
2828
IQ EQ Fund Management
Ireland
$342K -$128K -234 -27%
EFL
2829
ERn Financial LLC
Wisconsin
$342K -$19.7K -36 -5%
CAGAS
2830
Capital Advisory Group Advisory Services
Minnesota
$341K +$8.77K +16 +3%
ACC
2831
Acorn Creek Capital
Colorado
$341K +$15.3K +28 +5%
JFA
2832
JNBA Financial Advisors
Minnesota
$340K -$21.9K -40 -6%
VWM
2833
Vigilare Wealth Management
Arizona
$340K
SLT
2834
St Louis Trust
Missouri
$339K +$115K +209 +51%
PFW
2835
Petros Family Wealth
Minnesota
$339K +$23.6K +43 +7%
APG
2836
Abacus Planning Group
South Carolina
$338K +$91K +166 +37%
GC
2837
Gibson Capital
Pennsylvania
$337K +$64.1K +117 +23%
AC
2838
Apella Capital
Connecticut
$337K +$337K +653 New
GIP
2839
Greatmark Investment Partners
Georgia
$337K -$54.8K -100 -14%
KCPG
2840
Kavar Capital Partners Group
Kansas
$336K
IIA
2841
Integral Investment Advisors
California
$335K
AFG
2842
Allegheny Financial Group
Pennsylvania
$335K -$60.4K -110 -15%
HDIM
2843
Hanson & Doremus Investment Management
Vermont
$335K -$1.1K -2 -0.3%
GCA
2844
Genesee Capital Advisors
New York
$335K +$548 +1 +0.2%
ACA
2845
American Capital Advisory
Idaho
$334K +$5.48K +10 +2%
CWA
2846
CogentBlue Wealth Advisors
Tennessee
$334K +$122K +222 +57%
PFM
2847
Potomac Fund Management
Florida
$334K +$31.6K +62 +10%
EPA
2848
Element Pointe Advisors
Florida
$333K
VC
2849
Vicus Capital
Pennsylvania
$333K -$37.8K -69 -10%
KFA
2850
Kapstone Financial Advisors
Ohio
$332K -$548 -1 -0.2%