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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
46.68%
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 %
VST
1751
Van Strum & Towne
California
$1.85M +$754K +1,375 +69%
USB
1752
Union Savings Bank
Connecticut
$1.84M -$28K -51 -1%
CSPIA
1753
Cary Street Partners Investment Advisory
Virginia
$1.84M +$375K +684 +26%
CC
1754
Capital Counsel
New York
$1.84M -$375K -685 -17%
FGA
1755
Fortis Group Advisors
New Jersey
$1.84M -$104K -190 -5%
ANBT
1756
American National Bank & Trust
Texas
$1.83M +$242K +441 +15%
NDSI
1757
Newman Dignan & Sheerar Inc
Rhode Island
$1.83M -$35.1K -64 -2%
WA
1758
WBH Advisory
Maryland
$1.82M -$9.32K -17 -0.5%
MTIC
1759
Missouri Trust & Investment Company
Missouri
$1.82M -$285K -520 -14%
ISWM
1760
Independent Solutions Wealth Management
New York
$1.81M -$134K -245 -7%
ACM
1761
AUA Capital Management
Pennsylvania
$1.81M
BCAM
1762
Boston Common Asset Management
Massachusetts
$1.81M
FW
1763
FullCircle Wealth
Texas
$1.79M +$20.8K +39 +1%
CCA
1764
Corps Capital Advisors
Texas
$1.79M
CRI
1765
Commonwealth Retirement Investments
Virginia
$1.79M +$36.7K +67 +2%
FNBSF
1766
First National Bank Sioux Falls
South Dakota
$1.78M
SWP
1767
Semus Wealth Partners
Florida
$1.77M +$3.84K +7 +0.2%
BFA
1768
Beaumont Financial Advisors
Massachusetts
$1.77M +$136K +249 +8%
IDA
1769
Intelligence Driven Advisers
California
$1.77M +$110K +200 +7%
AWM
1770
Aviso Wealth Management
Washington
$1.76M +$149K +271 +9%
PTP
1771
Platform Technology Partners
New York
$1.76M -$17K -31 -1%
WAS
1772
Winch Advisory Services
Wisconsin
$1.75M -$30.7K -56 -2%
HC
1773
Hamilton Capital
Ohio
$1.75M -$92.1K -168 -5%
3IP
1774
3Chopt Investment Partners
Virginia
$1.74M +$1.74M +3,180 New
WPW
1775
Waldron Private Wealth
Pennsylvania
$1.74M -$2.52M -4,595 -59%