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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 %
PFA
3026
Pathway Financial Advisers
Indiana
$263K
FZCM
3027
Flynn Zito Capital Management
New York
$263K
AFG
3028
Albion Financial Group
Utah
$262K -$4.39K -8 -2%
FDS
3029
Freedom Day Solutions
Texas
$262K -$83.8K -153 -24%
PFG
3030
Prospect Financial Group
Virginia
$261K +$8.77K +16 +3%
RC
3031
Rovin Capital
Arizona
$261K +$26.3K +48 +11%
NB
3032
Northwest Bancshares
Pennsylvania
$261K
RPCA
3033
Running Point Capital Advisors
California
$261K +$261K +476 New
BA
3034
BIP Alliance
Georgia
$260K
AIA
3035
Accelerate Investment Advisors
California
$260K +$2.19K +4 +0.9%
NMG
3036
New Millennium Group
Utah
$260K -$989K -1,803 -79%
TL
3037
Tradewinds LLC
North Carolina
$258K
CWA
3038
Centennial Wealth Advisory
Michigan
$258K +$12.1K +22 +5%
FWP
3039
Falcon Wealth Planning
California
$258K +$29.1K +53 +13%
WAM
3040
Wallington Asset Management
Indiana
$257K
BFA
3041
Beacon Financial Advisory
Ohio
$256K +$29K +53 +13%
FBB
3042
Fulton Breakefield Broenniman
Maryland
$256K -$46K -84 -15%
VAMG
3043
Voisard Asset Management Group
Michigan
$256K +$548 +1 +0.2%
LIA
3044
LifePlan Investment Advisors
North Carolina
$256K
SSC
3045
Syverson Strege & Co
Iowa
$256K +$29.6K +54 +13%
AWP
3046
Abacus Wealth Partners
California
$255K -$11.5K -21 -4%
MWM
3047
Mattern Wealth Management
Kansas
$255K
BFIC
3048
Bedell Frazier Investment Counselling
California
$255K
CWM
3049
Castle Wealth Management
Florida
$254K +$12.6K +23 +5%
SPA
3050
Sherbrooke Park Advisers
New York
$254K +$254K +464 New