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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 %
FWM
3376
FSA Wealth Management
Massachusetts
$17.5K
TLA
3377
Tanglewood Legacy Advisors
Texas
$17K
FPF
3378
First Pacific Financial
Washington
$16.4K -$112K -205 -87%
CWM
3379
Centricity Wealth Management
Ohio
$16.4K
PAM
3380
Parvin Asset Management
South Dakota
$16.4K +$16.4K +30 New
XC
3381
XY Capital
Hong Kong
$15.9K -$90.4K -165 -85%
MFT
3382
Moisand Fitzgerald Tamayo
Florida
$15.3K
MAFA
3383
MJT & Associates Financial Advisory
Minnesota
$15.3K +$15.3K +28 New
RWA
3384
Redmont Wealth Advisors
Illinois
$15.3K +$15.3K +28 New
GK
3385
Graney & King
New York
$14.8K +$14.8K +27 New
WTFG
3386
Wood Tarver Financial Group
Idaho
$14.8K
CAC
3387
Core Alternative Capital
Georgia
$14.3K -$144K -263 -91%
WW
3388
Winnow Wealth
Texas
$14.1K +$4.33K +8 +44%
BI
3389
Binnacle Investments
Iowa
$13.7K +$13.7K +25 New
CJH
3390
Christopher J. Hasenberg
Wisconsin
$13.2K
CWM
3391
CarsonAllaria Wealth Management
Illinois
$13K
Cohen & Steers
3392
Cohen & Steers
New York
$13K -$434K -801 -97%
CTB
3393
Country Trust Bank
Illinois
$12.6K -$46K -84 -79%
SIM
3394
Synergy Investment Management
Florida
$12.6K
SRCM
3395
Signature Resources Capital Management
California
$12.6K
DI
3396
DAGCO Inc
Ohio
$12.1K +$12.1K +22 New
SIA
3397
Sit Investment Associates
Minnesota
$12K
FA
3398
Financial Avengers
California
$11.2K
JFG
3399
JDM Financial Group
Texas
$11.1K
LIA
3400
Luken Investment Analytics
Tennessee
$10.4K +$10.4K +19 New