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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 %
CWM
1426
Cordatus Wealth Management
Pennsylvania
$3.3M +$164K +300 +5%
PFG
1427
Putney Financial Group
California
$3.3M -$53.7K -98 -2%
PMG
1428
ProVise Management Group
Florida
$3.29M -$1.1K -2 -0%
SW
1429
Simplicity Wealth
New Jersey
$3.29M +$1.93M +3,512 +141%
TC
1430
Tsai Capital
New York
$3.29M -$39.5K -72 -1%
CAG
1431
Csenge Advisory Group
Florida
$3.28M -$56.4K -109 -2%
WG
1432
Wealth Group
North Carolina
$3.26M +$116K +211 +4%
DCM
1433
Dudley Capital Management
Virginia
$3.26M -$82.2K -150 -2%
VFA
1434
Voya Financial Advisors
Connecticut
$3.26M -$102K -188 -3%
SCA
1435
STALEY CAPITAL ADVISERS
Pennsylvania
$3.26M +$120K +219 +4%
WLPWM
1436
Walled Lake Planning & Wealth Management
Illinois
$3.24M +$2.74K +5 +0.1%
CCG
1437
Chatham Capital Group
Georgia
$3.24M +$42.2K +77 +1%
WAM
1438
Weatherly Asset Management
California
$3.24M +$82.2K +150 +3%
CWG
1439
Cornerstone Wealth Group
North Carolina
$3.24M -$69.1K -126 -2%
ILI
1440
Invesco LLC (Illinois)
Illinois
$3.24M -$678K -1,237 -17%
SACTSONJ
1441
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.23M -$329K -600 -9%
GCM
1442
Gables Capital Management
Florida
$3.23M -$19.2K -35 -0.6%
ANTB
1443
AMG National Trust Bank
Colorado
$3.23M -$24.1K -44 -0.7%
SSA
1444
SSA Swiss Advisors
$3.22M +$3.22M +5,880 New
AWA
1445
Aaron Wealth Advisors
Illinois
$3.19M +$195K +355 +6%
PFBT
1446
Parkside Financial Bank & Trust
Missouri
$3.19M +$333K +607 +12%
MPPLM
1447
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.16M +$297K +542 +10%
SC
1448
Savoie Capital
Illinois
$3.16M
GLR
1449
Great Lakes Retirement
Ohio
$3.16M +$75.1K +137 +2%
VIPI
1450
Vista Investment Partners II
Indiana
$3.14M +$207K +378 +7%