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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 %
OCM
1351
Orleans Capital Management
Louisiana
$3.89M +$31.2K +57 +0.8%
HDA
1352
Harold Davidson & Associates
California
$3.88M -$26.9K -49 -0.7%
GTAM
1353
Global Trust Asset Management
Florida
$3.87M -$370K -675 -9%
ST
1354
Spinnaker Trust
Maine
$3.87M +$115K +210 +3%
GS
1355
GWN Securities
Florida
$3.86M +$2.31M +4,081 +149%
VFM
1356
Viking Fund Management
North Dakota
$3.84M
SC
1357
Sawyer & Company
Massachusetts
$3.82M
BJL
1358
Brighton Jones LLC
Washington
$3.81M +$71.8K +131 +2%
MCM
1359
MV Capital Management
Maryland
$3.81M +$118K +216 +3%
EBT
1360
Enterprise Bank & Trust
Massachusetts
$3.8M +$23K +42 +0.6%
CCM
1361
Cox Capital Management
Massachusetts
$3.8M -$95.9K -175 -2%
LAM
1362
Lynch Asset Management
Pennsylvania
$3.8M
CFS
1363
CRA Financial Services
New Jersey
$3.79M -$185K -337 -5%
ET
1364
Entropy Technologies
New York
$3.77M +$3.77M +6,881 New
RBC
1365
Roble Belko & Company
Pennsylvania
$3.75M -$263K -480 -7%
ACM
1366
Accent Capital Management
Ohio
$3.74M +$59.2K +108 +2%
WAP
1367
Wealthcare Advisory Partners
Pennsylvania
$3.74M +$116K +212 +3%
HBW
1368
Hazlett, Burt & Watson
West Virginia
$3.74M +$41.6K +76 +1%
NB
1369
Nicolet Bankshares
Wisconsin
$3.73M -$309K -564 -8%
IBOK
1370
Independence Bank of Kentucky
Kentucky
$3.73M +$34K +62 +0.9%
NC
1371
NBW Capital
Massachusetts
$3.71M -$1.08M -1,967 -23%
BOH
1372
Bank of Hawaii
Hawaii
$3.7M -$159K -290 -4%
JCM
1373
Jacobi Capital Management
Pennsylvania
$3.69M +$77.8K +142 +2%
BTI
1374
Blue Trust Inc
Georgia
$3.69M +$544K +992 +17%
EWA
1375
EverSource Wealth Advisors
Alabama
$3.66M -$89.3K -163 -2%