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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 %
LNB
1576
Ledyard National Bank
$2.54M -$3.84K -7 -0.2%
SCI
1577
Stableford Capital II
Arizona
$2.53M -$267K -517 -10%
CP
1578
Canopy Partners
Ohio
$2.53M +$22.5K +41 +0.9%
LA
1579
LM Advisors
California
$2.52M +$848K +1,547 +51%
TCA
1580
Teewinot Capital Advisers
New York
$2.52M +$2.52M +4,591 New
DC
1581
DeDora Capital
California
$2.52M -$9.87K -18 -0.4%
CCM
1582
Chilton Capital Management
Texas
$2.51M -$11.5K -21 -0.5%
GPA
1583
Garrison Point Advisors
California
$2.51M -$74K -135 -3%
FAFN
1584
First Affirmative Financial Network
Colorado
$2.51M +$127K +231 +5%
CA
1585
Cullinan Associates
Kentucky
$2.51M -$178K -325 -7%
WA
1586
Wealth Alliance
New York
$2.5M -$48.2K -88 -2%
PL
1587
Perpetual Ltd
Australia
$2.5M +$345K +629 +16%
JSW
1588
Journey Strategic Wealth
New Jersey
$2.5M +$47.7K +87 +2%
CWS
1589
Confluence Wealth Services
Pennsylvania
$2.49M +$68.4K +129 +3%
HCMT
1590
Highland Capital Management (Tennessee)
Tennessee
$2.49M -$1.97M -3,591 -44%
CWM
1591
Cornerstone Wealth Management
Missouri
$2.48M +$54.3K +99 +2%
CFG
1592
Cooper Financial Group
California
$2.48M +$434K +792 +21%
AFP
1593
Ausdal Financial Partners
Iowa
$2.46M +$372K +678 +18%
SA
1594
SRN Advisors
Pennsylvania
$2.45M -$625K -1,141 -20%
RWB
1595
RMR Wealth Builders
New Jersey
$2.45M -$28K -51 -1%
SNB
1596
Security National Bank
Nebraska
$2.45M -$52.1K -95 -2%
SFC
1597
SYM Financial Corp
Indiana
$2.44M -$332K -606 -12%
ESB
1598
Essex Savings Bank
Connecticut
$2.44M +$47.1K +86 +2%
CWM
1599
Compass Wealth Management
Connecticut
$2.44M
FFM
1600
Forum Financial Management
Illinois
$2.44M +$78.4K +143 +3%