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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 %
WOC
3401
West Oak Capital
California
$9.95K -$877 -160 -8%
RA
3402
Resolute Advisors
California
$9.87K -$204K -372 -95%
PIS
3403
POM Investment Strategies
North Carolina
$9.87K
LIM
3404
Longfellow Investment Management
Massachusetts
$9.87K
RPA
3405
Redwood Park Advisors
California
$9.32K
FDCP
3406
Foster Dykema Cabot & Partners
Massachusetts
$8.77K
MDA
3407
Minot DeBlois Advisors
Massachusetts
$8.22K -$57.6K -105 -88%
BHWM
3408
Bay Harbor Wealth Management
Maryland
$7.67K +$7.67K +14 New
PS
3409
PayPay Securities
Japan
$7.67K -$2.95K -5 -28%
TCM
3410
TD Capital Management
Tennessee
$7.16K
RJA
3411
Ross\Johnson & Associates
Minnesota
$7.13K +$7.13K +13 New
NI
3412
NCP Inc
California
$6.58K -$54.8K -100 -89%
RFA
3413
Reyes Financial Architecture
California
$6.03K
APF
3414
Alaska Permanent Fund
Alaska
$6.03K
VWWMG
3415
Vermillion & White Wealth Management Group
Pennsylvania
$6.03K
MSWM
3416
Mowery & Schoenfeld Wealth Management
Illinois
$5.49K
IWP
3417
IAG Wealth Partners
Wisconsin
$5.48K
CF
3418
Conquis Financial
California
$5.48K
OCM
3419
Osterweis Capital Management
California
$5.48K +$5.48K +10 New
PP
3420
PrairieView Partners
Minnesota
$5K
FIA
3421
FNY Investment Advisers
New York
$5K +$5K +10 New
FW
3422
Fairway Wealth
Ohio
$4.93K +$4.93K +9 New
PCM
3423
Perritt Capital Management
Illinois
$4.93K +$4.93K +9 New
MWM
3424
MorganRosel Wealth Management
Colorado
$4.93K +$4.93K +9 New
1IA
3425
1620 Investment Advisors
Massachusetts
$4.7K