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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 %
PCTC
3251
Perkins Coie Trust Company
Washington
$137K +$137K +250 New
PSFG
3252
Park Square Financial Group
Georgia
$133K -$54.8K -100 -29%
HWM
3253
HighMark Wealth Management
Minnesota
$132K +$11K +20 +9%
MWM
3254
Mascoma Wealth Management
New Hampshire
$132K -$11K -20 -8%
BAM
3255
Bellevue Asset Management
Washington
$131K
OAJ
3256
Ogorek Anthony Joseph
New York
$126K +$54.2K +99 +76%
BLC
3257
Brown, Lisle/Cummings
Rhode Island
$122K +$9.87K +18 +9%
CW
3258
Curio Wealth
Maryland
$118K -$26.5M -224 -100%
EWP
3259
Elevation Wealth Partners
California
$115K
EA
3260
Evolution Advisers
Virginia
$112K
RDFA
3261
Ritter Daniher Financial Advisory
Ohio
$111K -$11.5K -21 -9%
FC
3262
Fairscale Capital
New Hampshire
$111K
BSB
3263
Bangor Savings Bank
Maine
$110K
F1I
3264
Fund 1 Investments
Puerto Rico
$110K -$233K -425 -68%
RWS
3265
Retirement Wealth Solutions
Wisconsin
$108K -$12K -22 -10%
T
3266
Tidemark
California
$108K +$28.5K +52 +36%
PP
3267
PFS Partners
New Jersey
$105K
IRC
3268
Investors Research Corp
Georgia
$105K
TCM
3269
TruNorth Capital Management
Michigan
$104K +$104K +190 New
SWIM
3270
Smallwood Wealth Investment Management
New Jersey
$104K +$104K +189 New
DCM
3271
Davis Capital Management
Florida
$103K
OPTFSNA
3272
Old Point Trust & Financial Services N A
Virginia
$101K
ACM
3273
Anfield Capital Management
California
$100K -$1.64K -3 -2%
JGIA
3274
Jackson Grant Investment Advisers
Connecticut
$100K
PC
3275
Promus Capital
Illinois
$99.8K