MA icon

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 %
MS
1026
Marshall & Sullivan
Washington
$7.53M -$210K -384 -3%
FNA
1027
First National Advisers
Nebraska
$7.5M -$53.2K -97 -0.7%
RBFC
1028
Roman Butler Fullerton & Co
Missouri
$7.49M +$18.6K +36 +0.2%
FSA
1029
Fort Sheridan Advisors
Illinois
$7.48M -$502K -916 -6%
YDMI
1030
Y.D. More Investments
Israel
$7.47M +$554K +1,010 +8%
PAG
1031
Private Advisory Group
Washington
$7.43M +$1.38M +2,516 +23%
PGFC
1032
Peapack-Gladstone Financial Corp
New Jersey
$7.43M -$187K -342 -2%
AWM
1033
Axxcess Wealth Management
California
$7.38M -$773K -1,411 -9%
IRAG
1034
Investment Research & Advisory Group
Georgia
$7.36M -$24.7K -45 -0.3%
NAAA
1035
New Age Alpha Advisors
New York
$7.35M +$1.47M +2,676 +25%
FRA
1036
Frank Rimerman Advisors
California
$7.35M +$123K +224 +2%
SCP
1037
Shorepoint Capital Partners
Massachusetts
$7.34M -$116K -212 -2%
GCM
1038
Gibraltar Capital Management
Oklahoma
$7.33M -$1.04M -1,896 -12%
EB
1039
Eastern Bank
Massachusetts
$7.33M -$953K -1,738 -12%
CG
1040
CFO4Life Group
Texas
$7.3M +$44.4K +81 +0.6%
GP
1041
Geneva Partners
Wisconsin
$7.29M +$186K +339 +3%
DWM
1042
Dakota Wealth Management
Florida
$7.29M +$284K +518 +4%
WA
1043
Waverly Advisors
Alabama
$7.29M +$4.18M +7,617 +134%
HZ
1044
Hixon Zuercher
Ohio
$7.25M +$51.5K +94 +0.7%
GLA
1045
Good Life Advisors
Pennsylvania
$7.23M +$604K +1,102 +9%
AFG
1046
Atomi Financial Group
New York
$7.22M +$875K +1,597 +14%
CFO
1047
Callan Family Office
Pennsylvania
$7.21M -$2.01M -3,663 -22%
LMIM
1048
Lockheed Martin Investment Management
Maryland
$7.19M -$170K -310 -2%
LIM
1049
Leavell Investment Management
Alabama
$7.17M +$52.1K +95 +0.7%
SSA
1050
South Street Advisors
New York
$7.17M +$29.6K +54 +0.4%