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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 %
SCM
1376
Stevens Capital Management
Pennsylvania
$3.65M +$2.98M +5,429 +439%
CSP
1377
Cary Street Partners
Virginia
$3.65M -$471K -859 -11%
GCS
1378
Gordian Capital (Singapore)
Singapore
$3.64M +$115K +213 +3%
APIM
1379
Agate Pass Investment Management
Washington
$3.64M -$121K -220 -3%
NL
1380
NVWM LLC
Pennsylvania
$3.63M +$32.9K +60 +0.9%
OSNBOA
1381
Old Second National Bank of Aurora
Illinois
$3.63M -$252K -459 -6%
CST
1382
Charles Schwab Trust
Nevada
$3.62M -$751K -1,370 -17%
HSA
1383
HBK Sorce Advisory
Pennsylvania
$3.62M -$31.2K -57 -0.9%
RAM
1384
Redmond Asset Management
Virginia
$3.62M +$39.5K +72 +1%
DWAM
1385
Duncan Williams Asset Management
Tennessee
$3.61M +$149K +272 +4%
SB
1386
Simmons Bank
Arkansas
$3.61M -$41.1K -75 -1%
LC
1387
Lindbrook Capital
California
$3.61M +$472K +862 +15%
MA
1388
Modus Advisors
Minnesota
$3.6M -$31.8K -58 -0.9%
CCB
1389
Country Club Bank
Missouri
$3.6M +$2.16K +4 +0.1%
NB
1390
NBT Bank
New York
$3.59M -$267K -487 -7%
HCM
1391
Howland Capital Management
Massachusetts
$3.58M +$924K +1,685 +35%
AWM
1392
Accurate Wealth Management
Florida
$3.57M -$55.1K -108 -2%
SOW
1393
State of Wyoming
Wyoming
$3.56M +$324K +592 +10%
SBIA
1394
Sheaff Brock Investment Advisors
Indiana
$3.55M -$2.74K -5 -0.1%
SPG
1395
Strategic Planning Group
Utah
$3.55M +$439K +801 +14%
AC
1396
Arjuna Capital
North Carolina
$3.54M -$394K -718 -10%
CAM
1397
Centre Asset Management
New York
$3.54M +$3.54M +6,450 New
FMII
1398
Farmers & Merchants Investments Inc
Nebraska
$3.52M +$8.22K +15 +0.2%
SFA
1399
Semmax Financial Advisors
North Carolina
$3.52M -$221K -388 -6%
SWM
1400
Segment Wealth Management
Texas
$3.52M +$327K +596 +10%