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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 %
PAG
1876
Paladin Advisory Group
Iowa
$1.47M
AC
1877
AXQ Capital
New Jersey
$1.47M +$1.08M +1,962 +274%
SMA
1878
Seven Mile Advisory
New Jersey
$1.47M +$51.5K +94 +4%
IP
1879
Intellectus Partners
California
$1.46M -$54.3K -99 -4%
RCM
1880
Riverpark Capital Management
New York
$1.46M -$305K -557 -17%
NWM
1881
Napa Wealth Management
California
$1.45M +$429K +782 +42%
SFG
1882
SevenBridge Financial Group
Pennsylvania
$1.45M
SHGA
1883
Sand Hill Global Advisors
California
$1.45M -$17.5K -32 -1%
TF
1884
Trek Financial
Arizona
$1.45M +$54.8K +100 +4%
PWMG
1885
Prestige Wealth Management Group
New Jersey
$1.44M +$24.7K +45 +2%
PWM
1886
Prentice Wealth Management
New York
$1.44M -$103K -188 -7%
ANB
1887
Amarillo National Bank
Texas
$1.44M
PFG
1888
PAX Financial Group
Texas
$1.44M +$201K +367 +16%
ACMA
1889
Arbor Capital Management (Alaska)
Alaska
$1.44M +$29.5K +54 +2%
TSWM
1890
Tyler-Stone Wealth Management
Ohio
$1.43M -$49.9K -91 -3%
PCM
1891
Pointe Capital Management
Michigan
$1.43M -$46.6K -85 -3%
QWM
1892
Quadcap Wealth Management
Texas
$1.43M -$67.4K -123 -5%
IIM
1893
Intact Investment Management
Quebec, Canada
$1.43M +$1.43M +2,600 New
JJBC
1894
James J. Burns & Company
New York
$1.42M
VIA
1895
Virtus Investment Advisers
Connecticut
$1.42M +$1.42M +2,596 New
PWA
1896
Providence Wealth Advisors
Illinois
$1.42M +$12.6K +23 +0.9%
CCM
1897
CAAS Capital Management
New York
$1.42M +$269K +490 +23%
CIM
1898
CIM Investment Management
Pennsylvania
$1.42M -$1.64K -3 -0.1%
BAM
1899
Beaumont Asset Management
Texas
$1.42M -$11K -20 -0.8%
DWM
1900
Drive Wealth Management
Utah
$1.42M +$11K +20 +0.8%