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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 %
FDP
1251
Financiere des Professionnels
Quebec, Canada
$4.75M -$99.8K -182 -2%
SWP
1252
Sagespring Wealth Partners
Tennessee
$4.73M +$654K +1,193 +16%
SFCL
1253
Strengthening Families & Communities LLC
Massachusetts
$4.73M +$200K +369 +4%
CI
1254
Ceera Investments
Texas
$4.73M -$32.9K -60 -0.7%
CC
1255
Courier Capital
New York
$4.72M +$699K +1,275 +17%
CBB
1256
Citizens Business Bank
California
$4.72M +$1.01M +1,846 +27%
GIM
1257
Goelzer Investment Management
Indiana
$4.72M +$40.6K +74 +0.9%
GIA
1258
GHP Investment Advisors
Colorado
$4.71M -$6.03K -11 -0.1%
MC
1259
Moors & Cabot
Massachusetts
$4.7M -$71.8K -131 -2%
PCA
1260
Peddock Capital Advisors
Massachusetts
$4.69M -$88.2K -161 -2%
MC
1261
Mathes Company
New York
$4.69M -$186K -340 -4%
WCM
1262
Weik Capital Management
Pennsylvania
$4.66M -$60.3K -110 -1%
MMG
1263
Monetary Management Group
Missouri
$4.65M +$13.7K +25 +0.3%
AIM
1264
Aigen Investment Management
New York
$4.64M +$4.64M +8,473 New
BAM
1265
Belpointe Asset Management
Nevada
$4.63M -$435K -794 -9%
KHCM
1266
Kirtland Hills Capital Management
Ohio
$4.63M +$115K +222 +3%
NSIM
1267
North Star Investment Management
Illinois
$4.62M -$358K -654 -7%
AWAU
1268
Alliance Wealth Advisors (Utah)
Utah
$4.61M -$442K -806 -9%
OCM
1269
Orser Capital Management
Texas
$4.6M
CPC
1270
Consolidated Planning Corp
Georgia
$4.6M +$414K +756 +10%
RWM
1271
Rockline Wealth Management
New York
$4.57M +$278K +507 +6%
ACS
1272
Archford Capital Strategies
Illinois
$4.56M +$626K +1,142 +16%
BCM
1273
Brookstone Capital Management
Illinois
$4.55M +$135K +246 +3%
PJSIMP
1274
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.54M -$6.03K -11 -0.1%
MSK
1275
Melissa S. Kampmann
$4.54M -$12.1K -22 -0.3%