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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 %
BA
3276
Bellwether Advisors
Nebraska
$99.2K
BOJHT
3277
Bank of Jackson Hole Trust
Wyoming
$97.4K
VC
3278
Vestor Capital
Illinois
$97K -$2.74K -5 -3%
KWM
3279
Kiker Wealth Management
Georgia
$95.9K +$95.9K +175 New
BIM
3280
Breakwater Investment Management
Washington
$93.2K
GC
3281
Garde Capital
Washington
$90.3K +$90.3K +165 New
FMTCOCP
3282
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$89K
ECM
3283
Estabrook Capital Management
New York
$83.9K
BWM
3284
Bernard Wealth Management
Michigan
$79.5K
RI
3285
Ridgewood Investments
New Jersey
$77.7K -$32.8K -60 -30%
GWSA
3286
Global Wealth Strategies & Associates
Colorado
$76.7K +$1.64K +3 +2%
RWM
3287
Rialto Wealth Management
New York
$75.6K +$1.1K +2 +1%
MSG
3288
Main Street Group
Virginia
$74.2K
FFA
3289
Frazier Financial Advisors
Ohio
$72.9K
SIC
3290
SJS Investment Consulting
Ohio
$72.9K +$4.93K +9 +7%
WCM
3291
Winthrop Capital Management
Indiana
$70K
FIM
3292
FWL Investment Management
Texas
$68.5K -$4.93K -9 -7%
SC
3293
Swan Capital
Florida
$68.5K
FGAM
3294
Financial Gravity Asset Management
Texas
$68.5K +$68.5K +125 New
LWMI
3295
Legacy Wealth Management (Idaho)
Idaho
$68K +$10.4K +19 +18%
TC
3296
Truvestments Capital
Florida
$67.4K +$31.8K +58 +89%
CAWM
3297
Capital A Wealth Management
Pennsylvania
$65.3K +$2.2K +4 +3%
O
3298
Ossiam
France
$65.2K -$5.67M -10,344 -99%
SWA
3299
SOA Wealth Advisors
New York
$64.2K
VWA
3300
Valued Wealth Advisors
Utah
$64.2K +$6.04K +11 +10%