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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 %
HWP
3326
Highline Wealth Partners
California
$46.1K -$2.19K -4 -5%
SC
3327
Steph & Co
Wisconsin
$45.5K +$9.87K +18 +28%
BHWM
3328
Beaird Harris Wealth Management
Texas
$45.4K -$3.83K -7 -8%
UIA
3329
Ulland Investment Advisors
Minnesota
$45K
CMP
3330
Coston McIsaac & Partners
Maine
$45K
CCMI
3331
Creative Capital Management Investments
California
$44.9K
AAG
3332
Accordant Advisory Group
Maryland
$44.4K +$2.74K +5 +7%
1NWS
3333
1 North Wealth Services
Maryland
$43.9K +$43.9K +80 New
PWM
3334
Parkworth Wealth Management
California
$43.3K
TCA
3335
Trifecta Capital Advisors
Illinois
$42.2K
DAM
3336
Delta Asset Management
Tennessee
$41.7K
TCM
3337
Tradewinds Capital Management
Washington
$40.7K +$6.05K +11 +17%
LC
3338
Lavaca Capital
Texas
$40K
SIS
3339
Strategic Investment Solutions
Illinois
$40K
FCT
3340
First Community Trust
Iowa
$39.5K
W
3341
WealthCollab
Washington
$39.5K +$6.58K +12 +20%
FRA
3342
Front Row Advisors
California
$38.9K
MAS
3343
MPWM Advisory Solutions
Georgia
$37.3K
DWS
3344
Dynamic Wealth Strategies
California
$36.2K +$36.2K +66 New
GIS
3345
Grayhawk Investment Strategies
Alberta, Canada
$35.6K
NWM
3346
Navigoe Wealth Management
California
$35K
HFS
3347
Hughes Financial Services
Virginia
$34K +$34K +62 New
1L
3348
10Elms LLP
Oklahoma
$34K
MIM
3349
Marshall Investment Management
Colorado
$33.7K +$544 +1 +2%
JSAM
3350
J. Safra Asset Management
New York
$32.9K -$36.7K -67 -53%