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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 %
HAI
1826
Hennessy Advisors Inc
California
$1.59M -$54.8K -100 -3%
ACP
1827
Aveo Capital Partners
Colorado
$1.59M +$185K +326 +13%
CP
1828
Clarendon Private
Massachusetts
$1.58M +$115K +209 +8%
FCA
1829
Fortis Capital Advisors
Kansas
$1.58M -$589K -1,075 -27%
JMFC
1830
J.M. Forbes & Co
Massachusetts
$1.58M
GCM
1831
GKV Capital Management
California
$1.58M -$27.4K -50 -2%
OFS
1832
Orrstown Financial Services
Pennsylvania
$1.57M -$137K -250 -8%
PCMF
1833
Private Capital Management (Florida)
Florida
$1.57M -$40.6K -74 -3%
NRD
1834
Nebula Research & Development
New York
$1.56M +$480K +875 +44%
MW
1835
Marcum Wealth
Ohio
$1.56M -$15.9K -29 -1%
SHFA
1836
SC&H Financial Advisors
Maryland
$1.56M
MWA
1837
Meridian Wealth Advisors
Texas
$1.56M -$17K -31 -1%
CCA
1838
Catalyst Capital Advisors
New York
$1.56M +$268K +489 +21%
MA
1839
MONECO Advisors
Connecticut
$1.56M +$168K +306 +12%
4WM
1840
4J Wealth Management
Virginia
$1.56M +$24.1K +44 +2%
WFC
1841
Western Financial Corp
California
$1.56M +$607K +1,108 +64%
ZIG
1842
Zuckerman Investment Group
Illinois
$1.55M -$25.8K -47 -2%
JFGIW
1843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M +$78.9K +144 +5%
DWG
1844
Darden Wealth Group
Michigan
$1.55M +$27.4K +50 +2%
KCM
1845
KRS Capital Management
Michigan
$1.55M +$41.1K +75 +3%
SWM
1846
SeaCrest Wealth Management
New York
$1.55M
RIG
1847
RiverFront Investment Group
Virginia
$1.55M +$28.5K +52 +2%
GC
1848
Gilbert & Cook
Iowa
$1.54M +$1.1K +2 +0.1%
OFS
1849
OneAscent Financial Services
Alabama
$1.54M -$13.2K -24 -0.8%
KA
1850
Kovack Advisors
Florida
$1.54M -$28K -51 -2%