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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 %
TCM
3176
Tandem Capital Management
New Jersey
$213K
AWC
3177
Abundance Wealth Counselors
Pennsylvania
$213K -$4.82K -10 -2%
WA
3178
WPG Advisers
Maryland
$212K -$113K -206 -35%
SDWMA
3179
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K
UWM
3180
USAdvisors Wealth Management
Minnesota
$212K -$5.48K -10 -3%
CIAS
3181
CBIZ Investment Advisory Services
Ohio
$211K +$27.4K +50 +15%
SFWC
3182
Strategic Family Wealth Counselors
New Jersey
$211K -$2.19K -4 -1%
GRA
3183
Golden Road Advisors
Florida
$210K -$2.74K -5 -1%
KWS
3184
Keystone Wealth Services
California
$210K
ACM
3185
Argyle Capital Management
Pennsylvania
$210K
SIA
3186
Schear Investment Advisers
Ohio
$209K
HCM
3187
Hall Capital Management
Rhode Island
$209K +$209K +382 New
HNW
3188
High Note Wealth
Minnesota
$209K
BHBT
3189
Burke & Herbert Bank & Trust
Virginia
$209K
CAM
3190
Columbia Asset Management
Michigan
$208K -$20.3K -37 -9%
BBPWM
3191
Blue Bell Private Wealth Management
Pennsylvania
$208K
BWA
3192
BlueSky Wealth Advisors
North Carolina
$208K
HA
3193
HFG Advisors
Ohio
$208K
MPW
3194
MGO Private Wealth
California
$208K +$208K +379 New
OWA
3195
ORBA Wealth Advisors
Illinois
$207K -$13.7K -25 -6%
NJBEST
3196
New Jersey Better Educational Savings Trust
New Jersey
$207K +$207K +377 New
STB
3197
S&T Bank
Pennsylvania
$206K +$3.84K +7 +2%
JWM
3198
Jessup Wealth Management
Ohio
$206K -$13.7K -25 -6%
ALC
3199
Alexander Labrunerie & Co
Missouri
$206K +$206K +375 New
WCM
3200
Warburton Capital Management
Oklahoma
$205K +$205K +374 New