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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 %
LRPA
776
L. Roy Papp & Associates
Arizona
$14.1M -$66.3K -121 -0.5%
PA
777
Perennial Advisors
New York
$14M -$88.8K -162 -0.6%
SWP
778
Stratos Wealth Partners
Ohio
$14M -$1.63M -2,971 -10%
MFG
779
Merit Financial Group
Georgia
$13.9M +$2.32M +4,232 +20%
MA
780
Montag & Associates
Georgia
$13.8M +$115K +209 +0.8%
CGI
781
Comgest Global Investors
France
$13.8M +$10.6M +19,326 +331%
SCA
782
Snowden Capital Advisors
New York
$13.8M -$110K -200 -0.8%
WS
783
Wedbush Securities
California
$13.8M +$105K +192 +0.8%
ERWM
784
Elk River Wealth Management
Colorado
$13.7M -$132K -241 -1%
TW
785
Transform Wealth
Colorado
$13.7M +$5.09M +9,281 +59%
BCM
786
BTC Capital Management
Iowa
$13.6M +$31.2K +57 +0.2%
KA
787
Kintegral Advisory
New York
$13.5M -$44.9K -82 -0.3%
MCM
788
Moore Capital Management
New York
$13.5M +$13.5M +24,649 New
FLPIM
789
F.L. Putnam Investment Management
Massachusetts
$13.5M +$633K +1,155 +5%
CM
790
Capital Management
Virginia
$13.4M -$187K -341 -1%
EPIMS
791
Evelyn Partners Investment Management Services
$13.3M +$13.3M +23,062 New
TCM
792
Telos Capital Management
California
$13.3M -$84.4K -154 -0.6%
First Manhattan
793
First Manhattan
New York
$13.3M -$39.5K -72 -0.3%
GWM
794
Geneos Wealth Management
Colorado
$13.2M +$6.38M +8,195 +93%
CAM
795
Cozad Asset Management
Illinois
$13.2M -$1.27M -2,326 -9%
SCM
796
Shelton Capital Management
Colorado
$13.2M +$2.32M +4,235 +21%
SFI
797
Siemens Fonds Invest
Germany
$13.2M -$1.54M -2,817 -11%
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.1M -$134K -245 -1%
KRSITF
799
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13M +$11M +20,057 +547%
GI
800
GAMCO Investors
Connecticut
$12.9M -$4.93K -9 -0%