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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 %
SSWM
576
Smith Salley Wealth Management
North Carolina
$27.3M +$357K +651 +1%
HIMCH
577
Hartford Investment Management Co (HIMCO)
Connecticut
$27.2M -$520K -949 -2%
SAM
578
Shell Asset Management
Netherlands
$27.2M -$1.03M -1,871 -4%
RPI
579
Railway Pension Investments
United Kingdom
$27.1M +$5.7M +10,400 +27%
Fundsmith LLP
580
Fundsmith LLP
United Kingdom
$27.1M -$7.99M -14,579 -23%
OC
581
Oppenheimer & Co
New York
$27.1M +$1.12M +2,039 +4%
LIP
582
Liontrust Investment Partners
United Kingdom
$27M -$115K -209 -0.4%
GFM
583
GCQ Funds Management
Australia
$26.9M -$11.9M -21,786 -31%
DA
584
Dash Acquisitions
California
$26.9M +$230K +399 +0.9%
DCM
585
Dupont Capital Management
Delaware
$26.9M +$1.8M +3,288 +7%
RAM
586
Roanoke Asset Management
New Jersey
$26.8M -$702K -1,280 -3%
KFS
587
Kurt F. Somerville
$26.7M -$335K -611 -1%
AAS
588
Avantax Advisory Services
Texas
$26.6M +$2.21M +4,037 +9%
EWA
589
Exencial Wealth Advisors
Oklahoma
$26.4M -$4.06M -7,404 -13%
CA
590
Cornerstone Advisors
North Carolina
$26.4M
CI
591
Capital International
California
$26.1M -$3.41M -6,230 -12%
AWS
592
Atria Wealth Solutions
New York
$26.1M -$1.94M -3,547 -7%
WPI
593
Walter Public Investments
Canada
$25.9M +$1.33M +2,435 +5%
AIM
594
Artemis Investment Management
United Kingdom
$25.9M +$20.2M +36,837 +357%
BPA
595
Beacon Pointe Advisors
California
$25.8M +$442K +807 +2%
GIBU
596
Gulf International Bank (UK)
United Kingdom
$25.8M -$9.76M -17,801 -27%
GKIM
597
GW&K Investment Management
Massachusetts
$25.6M -$234K -427 -0.9%
EHC
598
Everett Harris & Co
California
$25.2M -$381K -696 -1%
Jones Financial Companies
599
Jones Financial Companies
Missouri
$24.9M +$7.61M +14,067 +44%
FVWA
600
Foster Victor Wealth Advisors
South Carolina
$24.8M +$103K +203 +0.4%