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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 %
CH
1926
Cromwell Holdings
Wyoming
$1.36M
MAWCM
1927
Mine & Arao Wealth Creation & Management
California
$1.36M -$25.8K -47 -2%
LAI
1928
Legal Advantage Investments
California
$1.35M
EWM
1929
EPG Wealth Management
Georgia
$1.35M +$58.6K +107 +5%
CSIC
1930
Clifford Swan Investment Counsel
California
$1.35M -$19.2K -35 -1%
CC
1931
Callan Capital
California
$1.35M +$66.9K +122 +5%
DTL
1932
Dynamic Technology Lab
Singapore
$1.35M +$1.35M +2,460 New
OFA
1933
Oak Family Advisors
Illinois
$1.34M -$1.75M -3,197 -57%
SOAMC
1934
Spirit of America Management Corp
New York
$1.34M
KIM
1935
Kestra Investment Management
Texas
$1.34M +$419K +764 +46%
ICM
1936
IMS Capital Management
Oregon
$1.34M +$46.6K +85 +4%
BCA
1937
Bay Colony Advisors
Massachusetts
$1.33M -$541 -1 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
1938
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.33M -$19.2K -35 -1%
HWA
1939
HMV Wealth Advisors
Louisiana
$1.32M -$30.1K -55 -2%
CP
1940
Castleview Partners
Texas
$1.32M -$143K -261 -10%
BIG
1941
Brookwood Investment Group
Arizona
$1.32M +$1.32M +2,408 New
GWANC
1942
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32M +$65.8K +120 +5%
BM
1943
Bridger Management
New York
$1.32M
AP
1944
Adero Partners
California
$1.32M -$16.4K -30 -1%
DA
1945
Detalus Advisors
Missouri
$1.31M +$383K +699 +41%
GAA
1946
Global Assets Advisory
Florida
$1.31M +$884K +1,725 +208%
PTC
1947
Provident Trust Company
Wisconsin
$1.3M
WCM
1948
Whitener Capital Management
North Carolina
$1.3M +$16.4K +30 +1%
CAL
1949
Capital Advisors Ltd
Ohio
$1.3M +$6.03K +11 +0.5%
NWM
1950
Northcape Wealth Management
New York
$1.3M -$54.8K -100 -4%