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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 %
BMCM
1976
Burns Matteson Capital Management
New York
$1.26M -$334K -610 -21%
SSWM
1977
Sheets Smith Wealth Management
North Carolina
$1.26M -$34K -62 -3%
FFWA
1978
FRG Family Wealth Advisors
Washington
$1.25M -$19.2K -35 -2%
VCM
1979
Versant Capital Management
Arizona
$1.25M +$574K +1,048 +85%
RSWM
1980
Robertson Stephens Wealth Management
California
$1.25M -$243K -443 -16%
ITIM
1981
Indiana Trust & Investment Management
Indiana
$1.24M -$175K -320 -12%
BWP
1982
BSW Wealth Partners
Colorado
$1.24M -$27.9K -51 -2%
MGWM
1983
Marks Group Wealth Management
Minnesota
$1.24M
WKWM
1984
Walter & Keenan Wealth Management
Indiana
$1.24M +$98.7K +180 +9%
ARG
1985
Advisory Resource Group
Oklahoma
$1.24M -$3.29K -6 -0.3%
PIA
1986
Pinion Investment Advisors
Kansas
$1.24M +$7.68K +14 +0.6%
LJAC
1987
L.J. Altfest & Co
New York
$1.24M -$16.4K -30 -1%
CPL
1988
Capital & Planning LLC
Georgia
$1.23M +$969K +1,768 +370%
SIA
1989
SkyView Investment Advisors
New Jersey
$1.23M -$13.7K -25 -1%
FMB
1990
Field & Main Bank
Kentucky
$1.23M +$12.1K +22 +1%
EFMC
1991
Empire Financial Management Company
New York
$1.23M +$100K +183 +9%
BCM
1992
Brown Capital Management
Maryland
$1.22M -$2.18M -3,986 -64%
OL
1993
OneFund LLC
Florida
$1.22M +$2.19K +4 +0.2%
CFO
1994
Collective Family Office
Pennsylvania
$1.22M -$55.9K -102 -4%
BPW
1995
Bingham Private Wealth
California
$1.22M +$15.9K +29 +1%
CWIG
1996
Chung Wu Investment Group
Texas
$1.22M
SWM
1997
Scissortail Wealth Management
Oklahoma
$1.22M
EWS
1998
Evergreen Wealth Solutions
Pennsylvania
$1.22M -$252K -460 -17%
RIP
1999
Reliant Investment Partners
North Carolina
$1.21M -$25.2K -46 -2%
A
2000
Argentarii
Ohio
$1.21M +$546K +997 +82%