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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 %
HKIMG
1776
Hutchens & Kramer Investment Management Group
Indiana
$1.74M -$83.9K -153 -5%
EA
1777
Everpar Advisors
Oklahoma
$1.74M -$36.2K -66 -2%
GA
1778
Guerra Advisors
Florida
$1.73M +$198K +361 +13%
DW30
1779
Drucker Wealth 3.0
New Jersey
$1.73M -$551K -1,005 -24%
PCM
1780
Prelude Capital Management
New York
$1.73M -$104K -190 -6%
CIAS
1781
Capital Investment Advisory Services
North Carolina
$1.72M +$5.48K +10 +0.3%
RGF
1782
Retirement Guys Formula
Ohio
$1.72M +$6.03K +11 +0.4%
SHFA
1783
SS&H Financial Advisors
Michigan
$1.72M
HCP
1784
Holt Capital Partners
Texas
$1.71M +$38.4K +70 +2%
CIC
1785
Cornercap Investment Counsel
Georgia
$1.71M
AL
1786
Aspiriant LLC
California
$1.7M +$34K +62 +2%
EI
1787
Ellevest Inc
New York
$1.7M -$59.7K -109 -3%
RCM
1788
Ratan Capital Management
Florida
$1.7M
LCM
1789
Legato Capital Management
California
$1.69M
RMDI
1790
R.M. Davis Inc
Maine
$1.69M +$47.7K +87 +3%
AGC
1791
Aspen Grove Capital
Colorado
$1.69M +$12.1K +22 +0.7%
KWM
1792
Koa Wealth Management
California
$1.69M -$51.5K -94 -3%
EFG
1793
Ethos Financial Group
Pennsylvania
$1.68M +$275K +518 +20%
TIA
1794
Trust Investment Advisors
Indiana
$1.67M +$31.8K +58 +2%
CBTWT
1795
Community Bank & Trust (Waco, Texas)
Texas
$1.67M +$8.77K +16 +0.5%
PCP
1796
Proficio Capital Partners
Massachusetts
$1.67M +$52.6K +96 +3%
ECA
1797
Elevated Capital Advisors
Utah
$1.66M -$81.1K -148 -5%
ICP
1798
Interchange Capital Partners
Pennsylvania
$1.66M +$43.8K +80 +3%
UCB
1799
United Community Bank
South Carolina
$1.66M +$49.3K +90 +3%
HCM
1800
HMS Capital Management
Tennessee
$1.66M -$110K -226 -6%