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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 %
PVM
2951
Palogic Value Management
Texas
$283K +$19.7K +36 +7%
EGWAG
2952
Elwood & Goetz Wealth Advisory Group
Georgia
$283K -$1.65K -3 -0.6%
FAT
2953
First American Trust
California
$282K +$548 +1 +0.2%
1M
2954
1248 Management
Missouri
$282K +$282K +515 New
RAM
2955
Readystate Asset Management
Illinois
$282K +$282K +515 New
TCM
2956
Tufton Capital Management
Maryland
$282K
B
2957
Barings
North Carolina
$282K -$51K -93 -15%
M
2958
MOTCO
Texas
$282K -$14.8K -27 -5%
FWI
2959
Facet Wealth Inc
Maryland
$282K +$57.8K +103 +26%
MWM
2960
MGB Wealth Management
Texas
$281K
NWM
2961
Nova Wealth Management
Florida
$281K -$21.9K -40 -7%
ACM
2962
Andina Capital Management
Utah
$281K -$3.29K -6 -1%
PWM
2963
Partners Wealth Management
California
$280K
PWM
2964
Provident Wealth Management
Tennessee
$279K
AR
2965
Apeiron RIA
Texas
$279K -$25.8K -47 -8%
WE
2966
Wealth Effects
Massachusetts
$278K -$5.48K -10 -2%
PS
2967
Portfolio Strategies
New York
$278K
ACM
2968
Ascent Capital Management
Oregon
$278K -$7.68K -14 -3%
TWM
2969
Tanager Wealth Management
United Kingdom
$278K +$278K +507 New
WCG
2970
Weaver Consulting Group
California
$277K +$548 +1 +0.2%
ES
2971
Eagle Strategies
New York
$276K -$16.4K -30 -6%
RL
2972
Retireful LLC
Michigan
$276K +$276K +510 New
NCM
2973
Northside Capital Management
Oregon
$276K
LWMNY
2974
Landmark Wealth Management (New York)
New York
$275K
AA
2975
Addison Advisors
Vermont
$275K +$4.39K +8 +2%