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 %
FHA
1226
Flagship Harbor Advisors
Massachusetts
$5.04M +$4.39K +8 +0.1%
DCA
1227
DSG Capital Advisors
Minnesota
$5.03M -$52.1K -95 -1%
MIS
1228
Morningstar Investment Services
Illinois
$5.03M -$7.53M -13,744 -60%
SAM
1229
Silphium Asset Management
United Kingdom
$5M +$4.93K +9 +0.1%
BFPW
1230
BOK Financial Private Wealth
Colorado
$4.99M -$608K -1,109 -11%
SAM
1231
Smartleaf Asset Management
Massachusetts
$4.97M +$46.5K +86 +0.9%
WM
1232
Whitford Management
New York
$4.96M -$15.9M -28,929 -76%
MAP
1233
Managed Asset Portfolios
Michigan
$4.95M +$4.95M +9,032 New
MNBTD
1234
Moody National Bank Trust Division
Texas
$4.95M -$58.1K -106 -1%
FNB
1235
Farmers National Bank
Kentucky
$4.93M -$138K -251 -3%
ATPW
1236
Ashton Thomas Private Wealth
Arizona
$4.93M -$582K -1,062 -11%
SFG
1237
Stonebridge Financial Group
Pennsylvania
$4.91M +$65.2K +119 +1%
CAMG
1238
CWA Asset Management Group
Florida
$4.91M +$238K +434 +5%
IWA
1239
Inspirion Wealth Advisors
Illinois
$4.9M +$8.22K +15 +0.2%
SI
1240
Sava Infond
Slovenia
$4.88M -$192K -350 -4%
TP
1241
Tranquility Partners
Tennessee
$4.87M -$122K -223 -2%
CCA
1242
Checchi Capital Advisers
California
$4.86M +$122K +222 +3%
BDL
1243
Bey-Douglas LLC
Georgia
$4.85M -$43.3K -79 -0.9%
CGL
1244
Clarius Group LLC
Washington
$4.84M +$637K +1,162 +15%
LCM
1245
Laurion Capital Management
New York
$4.82M +$4.48M +8,176 +1,310%
AG
1246
Advocate Group
Minnesota
$4.82M +$5.48K +10 +0.1%
OIS
1247
Okabena Investment Services
Minnesota
$4.81M +$2.41M +4,393 +100%
M
1248
Mirova
France
$4.8M -$590K -1,077 -11%
DIA
1249
Dana Investment Advisors
Wisconsin
$4.79M +$18.6K +34 +0.4%
PIA
1250
Petredis Investment Advisors
Pennsylvania
$4.78M +$65.8K +120 +1%