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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 %
NLGIA
1051
Nippon Life Global Investors Americas
New York
$7.13M -$27M -49,290 -79%
EWM
1052
Elite Wealth Management
Washington
$7.13M -$269K -490 -4%
TFS
1053
Thoroughbred Financial Services
Tennessee
$7.12M -$21.4K -39 -0.3%
MG
1054
McHugh Group
Ohio
$7.06M
CI
1055
Conning Inc
Connecticut
$7.06M -$1.03M -1,884 -13%
IWA
1056
Icon Wealth Advisors
Texas
$7.04M +$19.2K +35 +0.3%
WWA
1057
WCG Wealth Advisors
Nevada
$7.03M -$218K -397 -3%
SBFM
1058
S-Bank Fund Management
Finland
$7.02M +$7.02M +12,800 New
PFP
1059
Pinnacle Financial Partners
Tennessee
$7.01M +$245K +450 +4%
KCM
1060
Kennedy Capital Management
Missouri
$6.98M -$764K -1,393 -10%
MPWS
1061
McCarter Private Wealth Services
Massachusetts
$6.96M -$216K -394 -3%
DA
1062
Denali Advisors
California
$6.96M -$30.7K -56 -0.4%
CIP
1063
Capital Insight Partners
Arizona
$6.93M -$158K -288 -2%
IAM
1064
Infusive Asset Management
New York
$6.92M -$3.6M -6,567 -34%
MCM
1065
McDonough Capital Management
Florida
$6.89M +$59.2K +108 +0.9%
SYBT
1066
Stock Yards Bank & Trust
Kentucky
$6.89M -$937K -1,709 -12%
KOCAA
1067
Knights of Columbus Asset Advisors
Connecticut
$6.88M -$77.3K -141 -1%
SIA
1068
SGL Investment Advisors
Montana
$6.87M -$39.7K -70 -0.6%
RHIG
1069
R.H. Investment Group
Arizona
$6.87M -$35.1K -64 -0.5%
EDRH
1070
Edmond de Rothschild Holding
Switzerland
$6.86M +$647K +1,181 +10%
MWM
1071
Meridian Wealth Management
Kentucky
$6.86M +$38.9K +71 +0.6%
ClearBridge Investments
1072
ClearBridge Investments
New York
$6.85M -$230K -419 -3%
NI
1073
Natural Investments
California
$6.81M +$831K +1,516 +14%
PAMG
1074
Patton Albertson Miller Group
Tennessee
$6.81M -$1.65M -3,002 -19%
AF
1075
Aviso Financial
Ontario, Canada
$6.8M -$85K -155 -1%