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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 %
PFSC
1401
Peoples Financial Services Corp
Pennsylvania
$3.52M -$292K -532 -8%
AP
1402
Americana Partners
Texas
$3.51M +$327K +596 +10%
MW
1403
Maia Wealth
Colorado
$3.49M -$46.1K -90 -1%
KCM
1404
Kendall Capital Management
Maryland
$3.48M +$25.2K +46 +0.7%
WCAMG
1405
Woodard & Company Asset Management Group
North Carolina
$3.47M -$626K -1,143 -15%
RCA
1406
Resonant Capital Advisors
Wisconsin
$3.47M +$207K +378 +6%
FFA
1407
Fortune Financial Advisors
Kansas
$3.46M +$35.6K +65 +1%
SC
1408
SummitTX Capital
Texas
$3.46M +$3.46M +6,309 New
AWM
1409
Angeles Wealth Management
California
$3.46M +$12.1K +22 +0.4%
PCG
1410
Prosperity Consulting Group
Maryland
$3.43M -$102K -186 -3%
CWM
1411
Centric Wealth Management
Illinois
$3.4M -$233K -425 -6%
SIA
1412
SeaBridge Investment Advisors
New Jersey
$3.4M +$143K +261 +4%
SS
1413
Sunbelt Securities
Texas
$3.39M -$165K -301 -5%
SC
1414
Saturna Capital
Washington
$3.38M -$356K -650 -10%
HIC
1415
Holderness Investments Company
North Carolina
$3.38M +$19.7K +36 +0.6%
ACM
1416
Alpha Capital Management
Texas
$3.37M -$51K -93 -1%
AC
1417
Avestar Capital
New York
$3.37M +$296K +540 +10%
OHIS
1418
Oak Harvest Investment Services
Texas
$3.37M +$175K +319 +5%
AOWM
1419
Alpha Omega Wealth Management
Virginia
$3.36M -$6.03K -11 -0.2%
BTW
1420
Boston Trust Walden
Massachusetts
$3.36M -$27.4K -50 -0.8%
FCP
1421
Fidelis Capital Partners
Florida
$3.33M +$35.2K +66 +1%
BB
1422
Bell Bank
North Dakota
$3.33M +$221K +403 +7%
OL
1423
Optas LLC
Texas
$3.33M +$52.1K +95 +2%
PF
1424
Prosperitas Financial
California
$3.31M +$143K +260 +5%
ACL
1425
Applied Capital LLC
Florida
$3.3M