MA icon

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 %
GS
1676
GTS Securities
New York
$2.13M -$1.65M -3,011 -44%
VCM
1677
Virtue Capital Management
Tennessee
$2.13M +$1.29M +2,362 +155%
ACI
1678
Alpha Cubed Investments
California
$2.13M -$334K -610 -14%
PA
1679
Prossimo Advisors
California
$2.12M +$3.84K +7 +0.2%
BC
1680
Burney Company
Virginia
$2.12M -$27.4K -50 -1%
HWA
1681
HCR Wealth Advisors
California
$2.11M -$24.7K -45 -1%
CA
1682
Claro Advisors
Massachusetts
$2.1M -$43.3K -79 -2%
PIA
1683
Pollock Investment Advisors
Michigan
$2.1M
CCA
1684
Cobblestone Capital Advisors
New York
$2.1M -$100K -183 -5%
MKA
1685
M. Kulyk & Associates
Georgia
$2.1M -$101K -184 -5%
CFO
1686
CVA Family Office
Colorado
$2.09M +$44.9K +82 +2%
4WM
1687
44 Wealth Management
Oregon
$2.09M +$59.2K +108 +3%
GCGDR
1688
Geo Capital Gestora de Recursos
Brazil
$2.09M -$177K -323 -8%
PA
1689
PFG Advisors
Arizona
$2.08M +$331K +604 +19%
MRG
1690
Milestone Resources Group
British Virgin Islands
$2.08M
PFGIA
1691
Patriot Financial Group Insurance Agency
Massachusetts
$2.08M +$362K +660 +21%
SSWM
1692
Strait & Sound Wealth Management
California
$2.07M +$28.5K +52 +1%
LFA
1693
Legacy Financial Advisors
Kentucky
$2.07M -$78.9K -144 -4%
SFP
1694
Shepherd Financial Partners
Massachusetts
$2.07M +$104K +189 +5%
RA
1695
RiverPark Advisors
New York
$2.07M -$2.24M -4,085 -52%
AF
1696
Arrow Financial
New York
$2.07M -$30.1K -55 -1%
RZH
1697
Relyea Zuckerberg Hanson
Connecticut
$2.07M +$46.6K +85 +2%
HAG
1698
HF Advisory Group
Maryland
$2.06M +$19.7K +36 +1%
JWCA
1699
J.W. Coons Advisors
Ohio
$2.06M
CC
1700
Copperleaf Capital
North Carolina
$2.05M -$49.3K -90 -2%