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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 %
AP
3476
Appleton Partners
Massachusetts
-$623K -1,184 Closed
AIA
3477
Angeles Investment Advisors
California
-$606K -1,150 Closed
VWM
3478
Vivid Wealth Management
Iowa
-$538K -1,021 Closed
FRM
3479
Fox Run Management
Connecticut
-$519K -986 Closed
LWM
3480
Liberty Wealth Management
California
-$498K -945 Closed
AFM
3481
Armstrong Fleming & Moore
District of Columbia
-$493K -936 Closed
DRP
3482
Decker Retirement Planning
Utah
-$471K -895 Closed
OLA
3483
Oliver Luxxe Assets
New Jersey
-$437K -857 Closed
CCA
3484
Cooper Capital Advisors
California
-$447K -848 Closed
TC
3485
Taika Capital
Florida
-$384K -730 Closed
CGA
3486
Compound Global Advisors
Washington
-$369K -700 Closed
BAS
3487
Breakthru Advisory Services
Wisconsin
-$367K -697 Closed
GG
3488
Greenwood Gearhart
Arkansas
-$364K -692 Closed
WEG
3489
World Equity Group
Illinois
-$362K -688 Closed
OCM
3490
Objective Capital Management
Ohio
-$355K -674 Closed
DFCM
3491
Dark Forest Capital Management
Puerto Rico
-$289K -548 Closed
LL
3492
LPWM LLC
Minnesota
-$280K -532 Closed
HIGP
3493
Hill Investment Group Partners
Missouri
-$270K -512 Closed
TB
3494
Terril Brothers
Missouri
-$264K -501 Closed
MCP
3495
Militia Capital Partners
Nevada
-$263K -500 Closed
CF
3496
Clarity Financial
Texas
-$253K -480 Closed
EFP
3497
Elser Financial Planning
Indiana
-$245K -466 Closed
CAS
3498
Coppell Advisory Solutions
Texas
-$241K -458 Closed
ODG
3499
O'Dell Group
Ohio
-$235K -447 Closed
PH
3500
Pinnacle Holdings
Oklahoma
-$227K -431 Closed