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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 %
OCM
3226
Orion Capital Management
California
$180K
NC
3227
NewSquare Capital
Pennsylvania
$178K +$151K +275 +550%
PPWM
3228
PFG Private Wealth Management
Florida
$178K -$9.87K -18 -5%
SCB
3229
Saudi Central Bank
Saudi Arabia
$177K +$177K +323 New
WTA
3230
Washington Trust Advisors
Massachusetts
$176K -$13.2K -24 -7%
WA
3231
Whipplewood Advisors
Colorado
$175K +$14.9K +35 +9%
CTC
3232
Cetera Trust Company
Minnesota
$172K
AWM
3233
Abound Wealth Management
Tennessee
$170K -$11K -20 -6%
CPG
3234
Cornerstone Planning Group
New Jersey
$165K +$90.6K +171 +122%
CFFP
3235
Center for Financial Planning
Michigan
$164K
CG
3236
Curat Global
New Hampshire
$164K +$164K +300 New
OWA
3237
Opal Wealth Advisors
New York
$164K +$164K +299 New
LFASL
3238
Lugano Financial Advisors SA (LFA)
Switzerland
$163K -$56.5K -103 -26%
CAM
3239
Cacti Asset Management
Georgia
$162K
MHR
3240
Matthew Hamilton Rosenberg
$160K +$15.3K +28 +11%
NIM
3241
Nexus Investment Management
Ontario, Canada
$154K +$154K +195 New
TLCM
3242
Twin Lakes Capital Management
California
$151K +$548 +1 +0.4%
WAM
3243
Wolverine Asset Management
Illinois
$151K +$151K +275 New
HIMS
3244
Hager Investment Management Services
New Hampshire
$148K
MC
3245
Montag & Caldwell
Georgia
$148K
RP
3246
Rowlandmiller & Partners
Georgia
$148K
VWA
3247
VSM Wealth Advisory
Maryland
$147K
EFMH
3248
E Fund Management (HK)
Hong Kong
$143K
BGAI
3249
Bruce G. Allen Investments
Colorado
$139K +$26.3K +48 +23%
MS
3250
Mizuho Securities
Japan
$137K +$137K +250 New