MA icon

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 %
BFS
3351
Burkett Financial Services
South Carolina
$32.5K
KGP
3352
Keystone Global Partners
Colorado
$30.7K +$30.7K +56 New
WAM
3353
WFA Asset Management
Wisconsin
$30.2K
WCM
3354
WealthTrak Capital Management
Virginia
$29.1K +$9.87K +18 +51%
SCA
3355
Stuart Chaussee & Associates
California
$29.1K
EIM
3356
Essex Investment Management
Massachusetts
$27.4K
FAM
3357
Flaharty Asset Management
Florida
$27.4K +$27.4K +50 New
CAM
3358
Creekmur Asset Management
Illinois
$26.9K -$9.32K -17 -26%
PWA
3359
Provenance Wealth Advisors
Florida
$25.2K
RWM
3360
Ruedi Wealth Management
Illinois
$25.2K
CTWM
3361
Cherry Tree Wealth Management
Minnesota
$24.7K
WIM
3362
Westside Investment Management
California
$24.1K
LI
3363
Louisbourg Investments
New Brunswick, Canada
$24.1K +$24.1K +44 New
TWD
3364
True Wealth Design
Ohio
$23.2K +$17.7K +32 +320%
SC
3365
Stephens Consulting
Michigan
$22.5K -$5.49K -10 -20%
RF
3366
Roxbury Financial
New Jersey
$22.1K
NC
3367
North Capital
Utah
$21.9K +$21.9K +40 New
MSWA
3368
Marshall & Sterling Wealth Advisors
New York
$21.4K +$21.4K +39 New
TC
3369
Tacita Capital
Ontario, Canada
$20.8K
RF
3370
Robbins Farley
New Hampshire
$19.7K
WCM
3371
Westend Capital Management
California
$19.2K
SIM
3372
Studio Investment Management
Illinois
$19.2K
PWA
3373
Principia Wealth Advisory
Texas
$19.1K +$8.76K +17 +85%
NECFA
3374
New England Capital Financial Advisors
Connecticut
$18.8K
VWM
3375
Vermillion Wealth Management
Minnesota
$18.7K