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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 %
ICM
3101
Intrepid Capital Management
Florida
$235K +$10.4K +19 +5%
MMHP
3102
Murphy Middleton Hinkle & Parker
Georgia
$235K
RFW
3103
Rainier Family Wealth
Washington
$234K
CT
3104
ClearAlpha Technologies
Connecticut
$234K -$760K -1,386 -76%
GWM
3105
Greenwich Wealth Management
Connecticut
$234K -$17.6K -32 -7%
RWA
3106
Rooted Wealth Advisors
Illinois
$234K -$980 -2 -0.4%
NWMG
3107
Nicholson Wealth Management Group
South Carolina
$233K +$233K +426 New
RCM
3108
RNC Capital Management
California
$233K -$11K -20 -4%
HCM
3109
Heathbridge Capital Management
Ontario, Canada
$233K -$27.4K -50 -11%
BC
3110
Brio Consultants
California
$233K +$233K +425 New
PWM
3111
Puff Wealth Management
New Jersey
$231K +$231K +422 New
ECM
3112
Exchange Capital Management
Michigan
$231K -$26.3K -48 -10%
BWA
3113
Brave Warrior Advisors
New York
$231K
VDI
3114
Vaughan David Investments
Illinois
$231K +$2.74K +5 +1%
KL
3115
KWMG LLC
Kansas
$231K
CHA
3116
Cooper/Haims Advisors
New York
$231K -$7.67K -14 -3%
KWA
3117
Kondo Wealth Advisors
California
$231K +$8.77K +16 +4%
PAM
3118
PCG Asset Management
New Jersey
$230K -$8.22K -15 -3%
AA
3119
Alesco Advisors
New York
$230K +$14.8K +27 +7%
HIS
3120
Horizon Investment Services
Indiana
$230K +$13.7K +25 +6%
NCM
3121
Novare Capital Management
North Carolina
$229K +$18.6K +34 +9%
CIA
3122
Cladis Investment Advisory
Montana
$229K -$21.9K -40 -9%
IHWM
3123
Iron Horse Wealth Management
Iowa
$229K +$7.68K +14 +3%
JBA
3124
Johnson Bixby & Associates
Washington
$229K
YCG
3125
Yeomans Consulting Group
Georgia
$229K +$1.64K +3 +0.7%