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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 %
TWP
3501
Tower Wealth Partners
Pennsylvania
-$219K -415 Closed
TA
3502
TrueWealth Advisors
Alabama
-$218K -414 Closed
FWM
3503
Foguth Wealth Management
Michigan
-$215K -403 Closed
WQ
3504
Wealth Quarterback
New Jersey
-$211K -401 Closed
PCMH
3505
Polymer Capital Management (HK)
Hong Kong
-$211K -400 Closed
MAP
3506
Moody Aldrich Partners
Massachusetts
-$210K -399 Closed
RA
3507
Rodgers & Associates
Pennsylvania
-$210K -398 Closed
CC
3508
Centiva Capital
New York
-$210K -398 Closed
GCWM
3509
Guided Capital Wealth Management
Texas
-$204K -388 Closed
SKK
3510
Shepherd Kaplan Krochuk
Massachusetts
-$204K -388 Closed
GWWM
3511
Great Waters Wealth Management
Minnesota
-$203K -386 Closed
APW
3512
Aurora Private Wealth
New Jersey
-$201K -383 Closed
MPW
3513
Monterey Private Wealth
California
-$201K -382 Closed
PCM
3514
Polymer Capital Management
New York
-$201K -382 Closed
EBA
3515
Eagle Bay Advisors
New York
-$190K -361 Closed
HI
3516
Human Investing
Oregon
-$112K -213 Closed
CJ
3517
Caitlin John
Michigan
-$93.5K -178 Closed
MB
3518
Mizuho Bank
Japan
-$79K -150 Closed
WWA
3519
Wingate Wealth Advisors
Massachusetts
-$75.8K -144 Closed
CL
3520
CSS LLC
Illinois
-$52.7K -100 Closed
LFA
3521
Legend Financial Advisors
Pennsylvania
-$52.7K -100 Closed
FIA
3522
FPC Investment Advisory
California
-$38.9K -70 Closed
CBT
3523
CoreFirst Bank & Trust
Kansas
-$36.9K -70 Closed
MRP
3524
Measured Risk Portfolios
California
-$30.5K -58 Closed
HEIP
3525
Hudson Edge Investment Partners
New Jersey
-$26.3K -50 Closed