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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 %
MFA
3201
Morling Financial Advisors
California
$205K +$205K +374 New
LFGO
3202
Legacy Financial Group (Oklahoma)
Oklahoma
$205K +$205K +373 New
KFA
3203
Kelleher Financial Advisors
New York
$204K +$204K +373 New
WWM
3204
Wolff Wiese Magana
California
$203K +$5.49K +10 +3%
PWM
3205
PBMares Wealth Management
Virginia
$203K -$218K -398 -52%
BCG
3206
BayBridge Capital Group
California
$203K +$203K +370 New
CSA
3207
Cornerstone Select Advisors
Missouri
$203K +$203K +370 New
PWMG
3208
Private Wealth Management Group
New Jersey
$203K +$7.67K +14 +4%
BTC
3209
Bank & Trust Company
Illinois
$203K
PD
3210
Planning Directions
Pennsylvania
$202K +$202K +369 New
WWP
3211
Wise Wealth Partners
Arizona
$202K +$202K +369 New
CCA
3212
Cadent Capital Advisors
Oklahoma
$201K +$201K +367 New
TIP
3213
Torray Investment Partners
Maryland
$201K +$201K +367 New
AFA
3214
American Financial Advisors
Georgia
$201K -$15.9K -29 -7%
BCM
3215
Blume Capital Management
California
$200K +$548 +1 +0.3%
LD
3216
Lipe & Dalton
New York
$198K
SAS
3217
Stelac Advisory Services
New York
$194K +$24.1K +44 +14%
MTCM
3218
Mint Tower Capital Management
Netherlands
$192K +$192K +350 New
MFA
3219
McClarren Financial Advisors
Pennsylvania
$191K +$69K +198 +57%
SHIM
3220
Stone House Investment Management
Pennsylvania
$190K +$190K +347 New
POIA
3221
Pin Oak Investment Advisors
Texas
$190K
AWM
3222
Activest Wealth Management
Florida
$187K +$10.4K +19 +6%
AW
3223
Avion Wealth
Texas
$186K
PA
3224
Pineridge Advisors
Missouri
$185K -$56.4K -103 -23%
S
3225
Sachetta
Massachusetts
$184K -$1.1K -2 -0.6%