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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 %
RFS
1951
Richardson Financial Services
Massachusetts
$1.3M
USWIA
1952
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.3M +$90.4K +165 +7%
HC
1953
Hara Capital
Washington
$1.3M -$1.36M -2,484 -51%
MWM
1954
MOKAN Wealth Management
Kansas
$1.3M +$35.6K +65 +3%
C1AG
1955
Client 1st Advisory Group
Florida
$1.29M
CFP
1956
Cascade Financial Partners
California
$1.29M -$11K -20 -0.8%
OWCM
1957
One Wealth Capital Management
Arizona
$1.29M -$39.5K -72 -3%
ICP
1958
Impact Capital Partners
Colorado
$1.29M +$15.9K +29 +1%
SCM
1959
Schnieders Capital Management
California
$1.29M -$2.74K -5 -0.2%
SIM
1960
Sentry Investment Management
Wisconsin
$1.28M -$383K -788 -23%
RSA
1961
River Street Advisors
Illinois
$1.28M +$35.6K +65 +3%
FLI
1962
Family Legacy Inc
South Carolina
$1.28M
MWM
1963
Modern Wealth Management
Kansas
$1.28M +$271K +494 +27%
AWM
1964
Absher Wealth Management
North Carolina
$1.28M -$4.39K -8 -0.3%
FFO
1965
Fiduciary Family Office
Florida
$1.28M +$1.28M +2,327 New
CFIA
1966
Cantor Fitzgerald Investment Advisors
New York
$1.27M
FFA
1967
Florida Financial Advisors
Florida
$1.27M -$2.74K -5 -0.2%
PIA
1968
Perennial Investment Advisors
California
$1.27M +$41.1K +75 +3%
OC
1969
Oakworth Capital
Alabama
$1.27M -$6.58K -12 -0.5%
CFSG
1970
Clark Financial Services Group
Missouri
$1.27M +$135K +246 +12%
LI
1971
LRI Investments
Florida
$1.27M -$18.1K -33 -1%
MMM
1972
Mendel Money Management
Illinois
$1.27M
SA
1973
Sovran Advisors
California
$1.26M +$121K +234 +11%
NFA
1974
Northern Financial Advisors
Michigan
$1.26M
SPWG
1975
Syntegra Private Wealth Group
Missouri
$1.26M +$25.8K +47 +2%