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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 %
SIC
3051
Samalin Investment Counsel
New York
$254K +$254K +463 New
CPSC
3052
Carl P. Sherr & Co
Massachusetts
$254K
GCA
3053
Greenwood Capital Associates
South Carolina
$254K
EMC
3054
Everest Management Corp
California
$254K +$28.5K +52 +13%
CISOA
3055
Capital Investment Services of America
Wisconsin
$253K -$7.13K -13 -3%
IPW
3056
Impact Partnership Wealth
Georgia
$252K -$95.9K -175 -28%
EWA
3057
Evolution Wealth Advisors
Florida
$252K
BONH
3058
Bank of New Hampshire
New Hampshire
$252K
BSTWA
3059
Blake Schutter Theil Wealth Advisors
Ohio
$252K
WCP
3060
Wick Capital Partners
Pennsylvania
$252K
PPW
3061
Pasadena Private Wealth
California
$251K +$251K +458 New
FEG
3062
Financial Enhancement Group
Indiana
$251K +$8.44K +16 +3%
GWMIA
3063
Global Wealth Management Investment Advisory
Florida
$250K -$27.4K -50 -10%
CASB
3064
Cape Ann Savings Bank
Massachusetts
$250K
WWM
3065
Waterway Wealth Management
Texas
$250K +$250K +456 New
RCM
3066
Raleigh Capital Management
North Carolina
$250K -$86.6K -158 -26%
VBWMG
3067
Von Berge Wealth Management Group
California
$250K +$13.4K +25 +6%
MSWM
3068
McGlone Suttner Wealth Management
Wisconsin
$250K +$18.1K +33 +8%
KAS
3069
KPP Advisory Services
Kentucky
$249K +$249K +455 New
TCG
3070
Transcendent Capital Group
Oklahoma
$249K -$173K -316 -41%
BFA
3071
Bill Few Associates
Pennsylvania
$249K -$11K -20 -4%
SC
3072
Seldon Capital
California
$249K
NC
3073
Napatree Capital
Rhode Island
$249K +$249K +454 New
PCFFS
3074
Pacific Center for Financial Services
California
$248K +$548 +1 +0.2%
LWM
3075
LongView Wealth Management
Georgia
$248K -$95.9K -175 -28%