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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 %
SC
951
Saybrook Capital
North Carolina
$8.68M +$38.4K +70 +0.4%
PWMAG
952
Pinnacle Wealth Management Advisory Group
New Jersey
$8.68M +$145K +264 +2%
PCA
953
Pallas Capital Advisors
Massachusetts
$8.67M +$396K +722 +5%
GL
954
Graypoint LLC
New York
$8.64M +$87.7K +160 +1%
OCAM
955
Onex Canada Asset Management
Ontario, Canada
$8.63M -$195K -356 -2%
IA
956
IFP Advisors
Florida
$8.63M -$26.3K -48 -0.3%
GAM
957
Groupama Asset Management
France
$8.61M -$727K -1,345 -8%
IA
958
Integrity Alliance
Iowa
$8.6M +$4.74M +8,654 +123%
APTFM
959
AGUR Provident & Training Funds Management
Israel
$8.59M
TF
960
Talbot Financial
Washington
$8.59M -$238K -435 -3%
AIS
961
American Investment Services
Massachusetts
$8.5M +$6.03K +11 +0.1%
CAL
962
Capital Analysts LLC
Pennsylvania
$8.48M +$7.13K +13 +0.1%
CNBT
963
Canandaigua National Bank & Trust
New York
$8.45M -$587K -1,071 -6%
HCM
964
Huber Capital Management
California
$8.45M
CWP
965
CFM Wealth Partners
Texas
$8.44M +$384K +701 +5%
LG
966
Leuthold Group
Minnesota
$8.41M -$617K -1,126 -7%
CWM
967
CMH Wealth Management
New Hampshire
$8.38M -$147K -269 -2%
MWM
968
Mission Wealth Management
California
$8.37M +$259K +472 +3%
WANY
969
Wealthspire Advisors (New York)
New York
$8.37M -$111K -202 -1%
CCM
970
Condor Capital Management
New Jersey
$8.37M -$135K -246 -2%
BHWM
971
Bar Harbor Wealth Management
New Hampshire
$8.32M -$784K -1,430 -9%
CIA
972
Capital Investment Advisors
Georgia
$8.3M +$2.57M +4,694 +45%
WPP
973
Whalerock Point Partners
Rhode Island
$8.28M +$233K +425 +3%
SGI
974
Summit Global Investments
Utah
$8.27M -$1.66M -3,027 -17%
CCS
975
Concentric Capital Strategies
Connecticut
$8.24M +$3M +5,472 +57%