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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 %
LAM
2001
Lifestyle Asset Management
Texas
$1.21M -$121K -220 -9%
CPA
2002
Capital Planning Advisors
California
$1.21M -$6.03K -11 -0.5%
MA
2003
MJP Associates
Connecticut
$1.21M +$83.8K +153 +7%
SAM
2004
SP Asset Management
California
$1.21M +$4.39K +8 +0.4%
BCM
2005
Boltwood Capital Management
California
$1.21M +$81.7K +149 +7%
LCWP
2006
Legacy Capital Wealth Partners
Arkansas
$1.2M -$7.67K -14 -0.6%
SFP
2007
Sandbox Financial Partners
Maryland
$1.2M +$548 +1 +0%
WW
2008
Waterfront Wealth
Kansas
$1.2M +$4.39K +8 +0.4%
FA
2009
Faithward Advisors
Pennsylvania
$1.19M -$60.8K -111 -5%
CAG
2010
Cypress Advisory Group
Arizona
$1.19M
JF
2011
Jericho Financial
Ohio
$1.19M -$34.5K -63 -3%
HWM
2012
Hemington Wealth Management
Virginia
$1.19M +$61.9K +113 +6%
GF
2013
Gries Financial
Ohio
$1.18M -$189K -345 -14%
FWTB
2014
First Western Trust Bank
Colorado
$1.18M -$14.8K -27 -1%
PWAM
2015
Private Wealth Asset Management
Iowa
$1.18M +$1.18M +2,158 New
AB
2016
Atlas Brown
Kentucky
$1.18M
EP
2017
Edgestream Partners
New Jersey
$1.18M -$423K -771 -26%
MFG
2018
MidWestOne Financial Group
Iowa
$1.18M -$10.4K -19 -0.9%
LC
2019
LCNB Corp
Ohio
$1.17M -$41.7K -76 -3%
CWM
2020
Connecticut Wealth Management
Connecticut
$1.17M -$158K -288 -12%
KC
2021
Knuff & Co
California
$1.17M +$16.4K +30 +1%
UWP
2022
Uniting Wealth Partners
Kansas
$1.17M
MI
2023
Motiv8 Investments
Florida
$1.17M -$24.7K -45 -2%
CCP
2024
Cassia Capital Partners
North Carolina
$1.17M +$59.7K +109 +5%
SCM
2025
Sunbeam Capital Management
Georgia
$1.16M +$2.19K +4 +0.2%