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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 %
RCA
1851
Roberts Capital Advisors
Colorado
$1.54M
BFO
1852
Biltmore Family Office
North Carolina
$1.53M -$53.2K -97 -3%
CANC
1853
Culbertson A N & Co
Virginia
$1.53M -$13.7K -25 -0.9%
CWAG
1854
Compton Wealth Advisory Group
Virginia
$1.53M -$285K -519 -16%
HFM
1855
Hartford Funds Management
Pennsylvania
$1.53M +$252K +459 +20%
CA
1856
CoreCap Advisors
Michigan
$1.52M +$84.4K +154 +6%
AWP
1857
Accretive Wealth Partners
New Jersey
$1.52M +$135K +241 +10%
KLCM
1858
KG&L Capital Management
Louisiana
$1.52M +$69.6K +127 +5%
BB
1859
Berkshire Bank
Massachusetts
$1.52M -$7.13K -13 -0.5%
RWI
1860
Red Wave Investments
Pennsylvania
$1.51M -$8.22K -15 -0.5%
GIM
1861
Generali Investments Management
Slovenia
$1.51M +$52.1K +95 +4%
CIM
1862
Caldwell Investment Management
Ontario, Canada
$1.5M
FCG
1863
Fielder Capital Group
Tennessee
$1.5M +$23.6K +43 +2%
SF
1864
Symphony Financial
Texas
$1.5M -$2.69M -5,269 -64%
TCPW
1865
Twin City Private Wealth
North Carolina
$1.5M -$128K -233 -8%
CWM
1866
Challenger Wealth Management
California
$1.5M -$1.1K -2 -0.1%
EM
1867
Excalibur Management
Massachusetts
$1.5M -$14.3K -26 -0.9%
GAG
1868
GM Advisory Group
New York
$1.49M -$4.39K -8 -0.3%
API
1869
Asset Planning Inc
California
$1.49M
QIM
1870
Quantitative Investment Management
Virginia
$1.49M -$285K -521 -16%
ACA
1871
Affinity Capital Advisors
California
$1.49M +$24K +47 +2%
BWM
1872
BNC Wealth Management
Oregon
$1.48M -$10.4K -19 -0.7%
RIL
1873
Rothschild Investment LLC
Illinois
$1.48M -$53.2K -97 -3%
PCM
1874
Price Capital Management
Louisiana
$1.47M +$1.47M +2,690 New
SP
1875
Stablepoint Partners
Massachusetts
$1.47M