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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 %
RBCM
676
Raub Brock Capital Management
California
$20.2M -$1.68M -3,059 -8%
PIM
677
Penobscot Investment Management
Massachusetts
$20.1M -$83.9K -153 -0.4%
JG
678
Jain Global
New York
$20.1M +$14.5M +26,495 +262%
VI
679
Vestcor Inc
New Brunswick, Canada
$20.1M +$3.27M +5,967 +19%
OFS
680
OMC Financial Services
New York
$20M -$520K -949 -3%
Kayne Anderson Rudnick Investment Management
681
Kayne Anderson Rudnick Investment Management
California
$20M -$3.1M -5,652 -13%
WAS
682
Wesleyan Assurance Society
United Kingdom
$19.9M +$2.95M +5,390 +17%
GAB
683
German American Bancorp
Indiana
$19.8M +$203K +371 +1%
PMAM
684
Picton Mahoney Asset Management
Ontario, Canada
$19.8M -$2.44M -4,443 -11%
SAM
685
Sycomore Asset Management
France
$19.6M
HI
686
Hendershot Investments
Virginia
$19.5M +$74K +135 +0.4%
Verition Fund Management
687
Verition Fund Management
Connecticut
$19.3M -$30.7M -55,957 -61%
CWM
688
Congress Wealth Management
Massachusetts
$19.3M +$6.88M +12,556 +55%
AF
689
Allworth Financial
California
$19.2M +$757K +1,414 +4%
BCV
690
Banque Cantonale Vaudoise
Switzerland
$19.2M +$19.2M +34,987 New
BCM
691
Bridgeway Capital Management
Texas
$19.1M -$78.9K -144 -0.4%
EW
692
Evoke Wealth
California
$19M +$2.3M +4,202 +14%
SLI
693
Sumitomo Life Insurance
Japan
$19M +$1.29M +2,353 +7%
P
694
&Partners
Tennessee
$19M +$1.02M +1,885 +6%
MIM
695
Martin Investment Management
Florida
$18.9M -$110K -200 -0.6%
TCM
696
Thames Capital Management
New Jersey
$18.9M
AHC
697
Adell Harriman & Carpenter
Texas
$18.8M +$367K +669 +2%
DF
698
DNCA Finance
France
$18.6M +$2.17M +3,950 +13%
AIMC
699
Alley Investment Management Company
Illinois
$18.5M +$22.5K +41 +0.1%
MWM
700
Moran Wealth Management
Florida
$18.4M -$676K -1,234 -4%