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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 %
FPGK
3151
Financial Partners Group (Kansas)
Kansas
$221K
OAS
3152
Optivise Advisory Services
Tennessee
$220K +$10.4K +19 +5%
WC
3153
Whitney & Co
New York
$220K -$3.83K -7 -2%
KFSC
3154
Keystone Financial Services (Colorado)
Colorado
$220K +$1.64K +3 +0.8%
ORC
3155
O'Rourke & Company
Massachusetts
$220K -$13.7K -25 -6%
SWC
3156
Spectrum Wealth Counsel
Indiana
$219K
TT
3157
TI-Trust
Illinois
$219K
FWIA
3158
Fort Washington Investment Advisors
Ohio
$219K
BWCS
3159
Beirne Wealth Consulting Services
Connecticut
$219K
OW
3160
Olistico Wealth
Oklahoma
$219K
VIP
3161
Viewpoint Investment Partners
Alberta, Canada
$219K +$219K +400 New
CWM
3162
Consultiva Wealth Management
Puerto Rico
$219K +$219K +400 New
SCA
3163
Sassicaia Capital Advisers
New York
$219K +$219K +400 New
MCIA
3164
Mountain Capital Investment Advisors
Colorado
$219K +$1.07K +2 +0.5%
VW
3165
Vance Wealth
California
$218K +$218K +398 New
EA
3166
Ellsworth Advisors
Ohio
$218K -$14.2K -26 -6%
LFS
3167
Lutz Financial Services
Nebraska
$218K -$3.84K -7 -2%
FNWM
3168
Financial Network Wealth Management
Utah
$217K
SW
3169
Schulz Wealth
Texas
$217K
TAM
3170
TCP Asset Management
Ohio
$216K
VHAM
3171
Van Hulzen Asset Management
California
$215K +$14.3K +26 +7%
O3W
3172
Omni 360 Wealth
New Jersey
$215K +$215K +393 New
MWM
3173
Momentous Wealth Management
Washington
$215K +$1.64K +3 +0.8%
HCM
3174
Hutchinson Capital Management
California
$215K -$548 -1 -0.3%
HFS
3175
Hopwood Financial Services
Virginia
$215K