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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
1451
SCS Capital Management
Massachusetts
$3.14M +$3.14M +5,728 New
DQRIM
1452
Dale Q Rice Investment Management
Washington
$3.14M -$321K -586 -9%
LIA
1453
Lynx Investment Advisory
District of Columbia
$3.13M +$3.84K +7 +0.1%
HCM
1454
Howard Capital Management
Georgia
$3.12M -$480K -875 -13%
PP
1455
Patten & Patten
Tennessee
$3.1M +$12.1K +22 +0.4%
SAG
1456
SageView Advisory Group
California
$3.1M -$40.6K -74 -1%
SA
1457
Strategic Advisors
New York
$3.09M -$36.7K -67 -1%
KWA
1458
Kingswood Wealth Advisors
California
$3.08M -$109K -199 -3%
AEPWM
1459
Atlantic Edge Private Wealth Management
Florida
$3.08M +$68.5K +125 +2%
EWM
1460
Elmwood Wealth Management
California
$3.07M -$101K -185 -3%
ADL
1461
Asset Dedication LLC
California
$3.07M -$240K -438 -7%
EFSCE
1462
Enterprise Financial Services Corp (EFSC)
Missouri
$3.07M -$14.3K -26 -0.5%
CT
1463
Clearstead Trust
Maine
$3.06M +$93.2K +170 +3%
Koshinski Asset Management
1464
Koshinski Asset Management
Illinois
$3.05M +$357K +651 +13%
VWA
1465
Visionary Wealth Advisors
Illinois
$3.05M +$10.4K +19 +0.3%
MC
1466
Mirabaud & Cie
Switzerland
$3.05M -$630K -1,150 -17%
VWM
1467
VCI Wealth Management
Missouri
$3.03M -$94.8K -173 -3%
WCM
1468
WealthBridge Capital Management
Ohio
$3.03M -$3.29K -6 -0.1%
PSB
1469
Piscataqua Savings Bank
New Hampshire
$3.03M -$16.4K -30 -0.5%
TRIA
1470
Trail Ridge Investment Advisors
Colorado
$3.03M -$91.5K -167 -3%
EFG
1471
Everhart Financial Group
Ohio
$3.02M +$475K +867 +19%
MWM
1472
Marion Wealth Management
Pennsylvania
$3.02M -$130K -238 -4%
M2MC
1473
Matthew 25 Management Corp
Pennsylvania
$3.01M -$548K -1,000 -15%
HL
1474
HeadInvest LLC
Maine
$3.01M +$152K +278 +5%
SWM
1475
Sendero Wealth Management
Texas
$3.01M +$443K +808 +17%