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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 %
CWM
3126
CCG Wealth Management
California
$229K +$9.87K +18 +5%
SFC
3127
Strategic Financial Concepts
Texas
$228K +$228K +416 New
ME
3128
McIlrath & Eck
Washington
$228K +$26.3K +48 +13%
FSA
3129
Financial Security Advisor
Virginia
$228K
CWM
3130
Cabot Wealth Management
Massachusetts
$227K -$11K -20 -5%
IW
3131
Instrumental Wealth
Florida
$227K +$21.9K +41 +11%
PS
3132
Planned Solutions
California
$227K
FWP
3133
Fiduciary Wealth Partners
Massachusetts
$226K +$226K +413 New
MCP
3134
Mirador Capital Partners
California
$226K +$548 +1 +0.2%
AIMA
3135
Ables Iannone Moore & Associates
Georgia
$226K
CFO
3136
Custos Family Office
Texas
$226K +$1.1K +2 +0.5%
MTC
3137
Matrix Trust Company
Colorado
$225K +$59.1K +108 +36%
MHWM
3138
Montz Harcus Wealth Management
Louisiana
$224K -$18.1K -33 -7%
I
3139
INVST
Indiana
$224K -$135K -246 -38%
AWM
3140
Accredited Wealth Management
Kentucky
$223K -$2.74K -5 -1%
SWM
3141
SilverOak Wealth Management
Minnesota
$223K
RSWA
3142
Robinson Smith Wealth Advisors
Maine
$223K +$13.2K +24 +6%
AAG
3143
Armstrong Advisory Group
Massachusetts
$222K
SA
3144
Skyline Advisors
Washington
$222K -$2.19K -4 -1%
OP
3145
ORG Partners
Indiana
$221K -$146K -266 -40%
CWA
3146
Cura Wealth Advisors
Illinois
$221K +$221K +404 New
AFP
3147
Alpha Financial Partners
Kentucky
$221K +$8.76K +16 +4%
SFMG
3148
Sage Financial Management Group
Virginia
$221K
MWA
3149
Monograph Wealth Advisors
California
$221K -$104K -190 -32%
EARNEST Partners
3150
EARNEST Partners
Georgia
$221K