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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 %
GKFF
2926
George Kaiser Family Foundation
Oklahoma
$295K +$295K +539 New
GAMC
2927
Garner Asset Management Corp
Texas
$295K -$21.4K -39 -7%
OPCM
2928
Osborne Partners Capital Management
California
$295K
NA
2929
Nautilus Advisors
California
$295K
WF
2930
Wayfinding Financial
Washington
$295K -$2.73K -5 -0.9%
GMA
2931
Glassy Mountain Advisors
Maryland
$293K
IIC
2932
Integrated Investment Consultants
Michigan
$293K +$79.5K +145 +37%
HFP
2933
Holistic Financial Partners
Indiana
$293K +$3.83K +7 +1%
MMCM
2934
Murphy & Mullick Capital Management
New York
$293K
QPWM
2935
Quadrant Private Wealth Management
Pennsylvania
$292K -$53.2K -97 -15%
IDBONY
2936
Israel Discount Bank of New York
New York
$291K -$151K -275 -34%
AWCI
2937
Alpine Woods Capital Investors
New York
$291K +$291K +530 New
BCP
2938
Blue Chip Partners
Michigan
$289K -$3.29K -6 -1%
PWA
2939
Phoenix Wealth Advisors
North Carolina
$289K -$3.29K -6 -1%
RB
2940
Rodgers Brothers
Pennsylvania
$288K
PWP
2941
Precedent Wealth Partners
Texas
$288K +$288K +526 New
AFW
2942
Avantra Family Wealth
Pennsylvania
$288K -$184K -336 -39%
EWA
2943
Etesian Wealth Advisors
Oregon
$287K
1W
2944
1776 Wealth
Georgia
$287K +$13.2K +24 +5%
HWM
2945
Hobbs Wealth Management
Indiana
$287K +$1.1K +2 +0.4%
CC
2946
Climber Capital
Switzerland
$285K -$20.8K -46 -7%
DPW
2947
DiNuzzo Private Wealth
Pennsylvania
$285K +$548 +1 +0.2%
FMP
2948
Financial Management Professionals
Texas
$285K +$4.93K +9 +2%
PPC
2949
Pennington Partners & Co
Maryland
$284K -$229K -418 -45%
MLA
2950
MB, Levis & Associates
Pennsylvania
$283K