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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 %
WCM
2976
Wedge Capital Management
North Carolina
$275K -$430K -784 -61%
SWM
2977
Shakespeare Wealth Management
Wisconsin
$275K +$1.1K +2 +0.4%
TWM
2978
Topsail Wealth Management
North Carolina
$275K +$63K +115 +30%
MCI
2979
MRP Capital Investments
Georgia
$274K
CW
2980
Channel Wealth
California
$274K +$12.6K +23 +5%
PCM
2981
PAR Capital Management
Massachusetts
$274K +$54.8K +100 +25%
CI
2982
Corient IA
Florida
$274K +$274K +500 New
DAM
2983
Doheny Asset Management
California
$274K
KSWA
2984
Kathleen S. Wright Associates
Pennsylvania
$273K -$55.1K -101 -17%
LIA
2985
LS Investment Advisors
Michigan
$273K
BCMLT
2986
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K +$45.5K +83 +20%
VBA
2987
von Borstel & Associates
Oregon
$272K -$45K -82 -14%
BIG
2988
Builder Investment Group
Georgia
$272K
HWA
2989
Heartwood Wealth Advisors
Virginia
$272K +$2.74K +5 +1%
FS
2990
Financial Symmetry
North Carolina
$272K +$14.3K +26 +6%
BFWA
2991
Benchmark Financial Wealth Advisors
Florida
$272K +$272K +496 New
CWC
2992
Carolinas Wealth Consulting
North Carolina
$271K +$5.48K +10 +2%
AB
2993
ANB Bank
Colorado
$271K -$25.8K -47 -9%
EM
2994
ELCO Management
New York
$271K
LWM
2995
LJI Wealth Management
Indiana
$271K +$8.22K +15 +3%
RFG
2996
REAP Financial Group
Texas
$271K +$20.8K +38 +8%
CNBTD
2997
Citizens National Bank Trust Department
Mississippi
$271K +$21.4K +39 +9%
CICI
2998
Capital Investment Counsel Inc
North Carolina
$271K +$54.8K +100 +25%
LWA
2999
Lifelong Wealth Advisors
Minnesota
$270K +$1.64K +3 +0.6%
HPIA
3000
Hamilton Point Investment Advisors
North Carolina
$270K +$18.6K +34 +7%