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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 %
CCG
2901
Coastwise Capital Group
California
$309K +$548 +1 +0.2%
NEWAS
2902
N.E.W. Advisory Services
Wisconsin
$309K
PR
2903
Payden & Rygel
California
$307K
MHIC
2904
Marble Harbor Investment Counsel
Massachusetts
$307K
BDFN
2905
Bond & Devick Financial Network
Minnesota
$306K -$24.7K -45 -7%
BC
2906
Barrett & Company
Rhode Island
$304K
AFS
2907
Anderson Financial Strategies
Ohio
$304K +$304K +555 New
TAM
2908
Titleist Asset Management
Texas
$303K -$23.6K -43 -7%
HWMO
2909
Heritage Wealth Management (Ohio)
Ohio
$302K +$42.8K +78 +16%
CWM
2910
Cahaba Wealth Management
Georgia
$302K +$17.5K +32 +6%
FAP
2911
Financial Advisory Partners
Florida
$301K
YP
2912
YANKCOM Partnership
South Dakota
$301K +$7.67K +14 +3%
BSC
2913
Brown Shipley & Co
United Kingdom
$300K -$13.7K -25 -4%
YWM
2914
Yoder Wealth Management
California
$299K -$4.93K -9 -2%
CCA
2915
Carrera Capital Advisors
Michigan
$299K +$548 +1 +0.2%
CPIA
2916
Cornell Pochily Investment Advisors
New York
$299K +$4.93K +9 +2%
LB
2917
Legacy Bridge
Iowa
$299K
KPPF
2918
Klein Pavlis & Peasley Financial
California
$298K
AGP
2919
Aspire Growth Partners
Florida
$298K +$298K +527 New
MHC
2920
Meyer Handelman Company
New York
$298K
DWM
2921
Darwin Wealth Management
Florida
$297K
PCWA
2922
Pacific Capital Wealth Advisors
California
$296K
AWA
2923
Alta Wealth Advisors
Massachusetts
$296K +$10.4K +19 +4%
WWC
2924
Waypoint Wealth Counsel
Georgia
$295K +$31.2K +57 +12%
GKFF
2925
George Kaiser Family Foundation
Oklahoma
$295K +$295K +539 New