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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 %
RFA
1151
ROI Financial Advisors
Oregon
$5.79M -$74K -135 -1%
IWM
1152
IHT Wealth Management
Illinois
$5.78M +$49.9K +91 +0.9%
ACP
1153
Aviance Capital Partners
Florida
$5.77M +$43.9K +80 +0.8%
AFC
1154
AFT Forsyth & Company
Florida
$5.76M
LA
1155
Legacy Advisors
Pennsylvania
$5.75M -$163K -298 -3%
CGIM
1156
Capital Group Investment Management
Singapore
$5.74M -$752K -1,372 -12%
PCM
1157
Princeton Capital Management
New Jersey
$5.74M +$21.4K +39 +0.4%
GBT
1158
Grove Bank & Trust
Florida
$5.74M +$589K +1,074 +11%
NC
1159
NovaPoint Capital
Georgia
$5.72M +$44.4K +81 +0.8%
KJHP
1160
K.J. Harrison & Partners
Ontario, Canada
$5.71M +$37.3K +68 +0.7%
SC
1161
Syon Capital
California
$5.71M +$886K +1,617 +18%
GC
1162
Globeflex Capital
California
$5.7M
FCM
1163
Fourpath Capital Management
Oklahoma
$5.69M +$5.48K +10 +0.1%
PTC
1164
Private Trust Company
Ohio
$5.68M +$297K +542 +6%
WWM
1165
Western Wealth Management
Colorado
$5.68M +$48.2K +88 +0.9%
SCI
1166
S&CO Inc
Massachusetts
$5.68M +$85.5K +156 +2%
NP
1167
NorthRock Partners
Minnesota
$5.65M +$144K +262 +3%
CPIG
1168
Chicago Partners Investment Group
Illinois
$5.65M -$150K -265 -3%
AM
1169
AGF Management
Ontario, Canada
$5.58M -$59.7K -109 -1%
DWM
1170
Dynasty Wealth Management
Florida
$5.58M -$101K -184 -2%
IIA
1171
ICW Investment Advisors
Arizona
$5.56M -$40.6K -74 -0.7%
GPI
1172
General Partner Inc
Pennsylvania
$5.54M -$685K -1,250 -11%
CFM
1173
Catalyst Funds Management
Australia
$5.54M +$4.11M +7,500 +288%
FCIM
1174
Fairview Capital Investment Management
California
$5.53M -$132K -240 -2%
SLG
1175
Stanley-Laman Group
Pennsylvania
$5.52M -$378K -689 -6%