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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 %
VFM
3076
Vision Financial Markets
Connecticut
$247K +$548 +1 +0.2%
TFA
3077
Tobias Financial Advisors
Florida
$247K +$9.32K +17 +4%
DDPIC
3078
Deroy & Devereaux Private Investment Counsel
Michigan
$247K -$27.9K -51 -10%
KCP
3079
Kera Capital Partners
California
$247K +$23K +42 +10%
MAG
3080
M3 Advisory Group
Massachusetts
$246K -$17.5K -32 -7%
WAS
3081
Wealth Advisory Solutions
Indiana
$245K +$245K +447 New
4WM
3082
49 Wealth Management
Texas
$245K -$30.7K -56 -11%
BIA
3083
Bell Investment Advisors
California
$244K +$8.22K +15 +3%
GSWA
3084
Good Steward Wealth Advisors
Tennessee
$244K +$244K +446 New
GGA
3085
Granite Group Advisors
Connecticut
$243K
IWP
3086
Innova Wealth Partners
Pennsylvania
$242K +$34K +62 +16%
VCWM
3087
Vista Cima Wealth Management
Arizona
$242K -$3.84K -7 -2%
TI
3088
Truepoint Inc
Ohio
$242K
PA
3089
Probity Advisors
Texas
$241K
ZI
3090
ZEGA Investments
Florida
$241K
OCG
3091
Opus Capital Group
Ohio
$241K
BIM
3092
Bullseye Investment Management
Ohio
$241K +$241K +440 New
WPA
3093
West Paces Advisors
Georgia
$240K +$2.74K +5 +1%
LA
3094
Lifeworks Advisors
Michigan
$240K +$240K +437 New
FTA
3095
Financial & Tax Architects
Missouri
$239K -$63K -115 -21%
SWMG
3096
Stillwater Wealth Management Group
Florida
$239K
FC
3097
FCA Corp
Texas
$238K +$548 +1 +0.2%
FF
3098
Fluent Financial
Texas
$238K -$8.77K -16 -4%
HA
3099
Helium Advisors
Washington
$236K -$12.6K -23 -5%
I
3100
IMPACTfolio
Colorado
$235K