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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 %
GWP
3301
Gen-Wealth Partners
Michigan
$63.6K -$2.74K -5 -4%
PG
3302
Proffitt & Goodson
Tennessee
$63K -$3.84K -7 -6%
VWM
3303
Valley Wealth Managers
New Jersey
$62.5K
OBWP
3304
O'Brien Wealth Partners
Massachusetts
$59.7K +$4.93K +9 +9%
BMC
3305
Bear Mountain Capital
Washington
$57.8K +$3.78K +7 +7%
PGAM
3306
Princeton Global Asset Management
New Jersey
$57.6K -$68.5K -125 -54%
KA
3307
Kozak & Associates
Colorado
$57.5K +$21K +41 +58%
T
3308
Transce3nd
Texas
$56.5K -$122K -223 -68%
JAM
3309
JCIC Asset Management
Ontario, Canada
$54.8K
AWM
3310
AllSquare Wealth Management
New York
$54.8K
GXJ
3311
Global X Japan
Japan
$53.7K +$53.7K +98 New
FFL
3312
Financial Freedom LLC
Ohio
$53.6K
HHGA
3313
Halbert Hargrove Global Advisors
California
$52.1K +$19.2K +35 +58%
SN
3314
Sittner & Nelson
Oregon
$50.4K
TIM
3315
Tortoise Investment Management
New York
$49.9K -$129K -235 -72%
LWA
3316
Lowe Wealth Advisors
Maryland
$49.9K -$9.32K -17 -16%
AP
3317
Aspect Partners
Virginia
$49.9K +$4.39K +8 +10%
RAM
3318
Riggs Asset Management
Pennsylvania
$49.3K
TH
3319
TCTC Holdings
Texas
$49.3K +$31.8K +58 +181%
Q1WB
3320
Quest 10 Wealth Builders
Virginia
$49.3K -$2.19K -4 -4%
CCM
3321
Cloud Capital Management
Washington
$48K +$48K +87 New
PP
3322
Pingora Partners
Wyoming
$47.7K -$13.7K -25 -22%
RL
3323
Rogco LP
Oklahoma
$47.7K
LAMC
3324
Longview Asset Management (California)
California
$47.1K
MCA
3325
Maryland Capital Advisors
Maryland
$46.6K