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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 %
SW
926
Solidarity Wealth
Utah
$9.25M -$2.74M -5,006 -23%
LW
927
Linscomb Wealth
Texas
$9.24M -$6.58K -12 -0.1%
KWMG
928
King Wealth Management Group
Florida
$9.22M -$25.8K -47 -0.3%
CK
929
Cohen Klingenstein
New York
$9.21M
SW
930
SlateStone Wealth
Florida
$9.18M +$548 +1 +0%
SH
931
SeaTown Holdings
Singapore
$9.18M -$27.4K -50 -0.3%
MCM
932
Mitchell Capital Management
Kansas
$9.14M +$102K +187 +1%
TYCC
933
Texas Yale Capital Corp
Florida
$9.14M +$588K +1,072 +7%
BWP
934
Burling Wealth Partners
Illinois
$9.08M +$213K +389 +2%
HWAM
935
Hennion & Walsh Asset Management
New Jersey
$9.04M -$117K -213 -1%
WAC
936
William Allan Corp
Colorado
$9.03M -$131K -239 -1%
EPAM
937
Evelyn Partners Asset Management
$9.02M +$9.02M +15,603 New
CUAMC
938
China Universal Asset Management Company
China
$8.99M +$258K +471 +3%
QIM
939
Quest Investment Management
Oregon
$8.94M +$5.72M +10,438 +178%
CFG
940
Cambridge Financial Group
Ohio
$8.92M -$123K -225 -1%
LFAS
941
Level Four Advisory Services
Texas
$8.9M +$248K +453 +3%
WCM
942
Wisconsin Capital Management
Wisconsin
$8.85M -$639K -1,166 -7%
ACM
943
Ayrshire Capital Management
Connecticut
$8.84M +$258K +470 +3%
USCWA
944
U.S. Capital Wealth Advisors
Texas
$8.83M -$557K -1,016 -6%
HA
945
Herold Advisors
New York
$8.8M -$355K -647 -4%
AWM
946
Affinity Wealth Management
Delaware
$8.79M +$8.22K +15 +0.1%
PGWM
947
Parisi Gray Wealth Management
New Jersey
$8.74M +$574K +1,048 +7%
MF
948
Magnetar Financial
Illinois
$8.73M +$8.73M +15,932 New
P
949
Pitcairn
Pennsylvania
$8.7M -$370K -675 -4%
PWS
950
Peloton Wealth Strategists
Indiana
$8.69M -$491K -895 -5%