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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 %
IIM
2026
Ipswich Investment Management
Massachusetts
$1.16M -$1.64K -3 -0.1%
MAM
2027
MWA Asset Management
Massachusetts
$1.16M +$61.9K +113 +6%
AGWCA
2028
Annis Gardner Whiting Capital Advisors
Florida
$1.16M -$11K -20 -0.9%
MWAM
2029
Manhattan West Asset Management
California
$1.16M +$169K +309 +17%
SFS
2030
Stiles Financial Services
Minnesota
$1.15M -$96.5K -176 -8%
GWSG
2031
GPS Wealth Strategies Group
Colorado
$1.15M -$12.1K -22 -1%
FWM
2032
FFT Wealth Management
Pennsylvania
$1.15M -$349K -637 -23%
BAAM
2033
Baker Avenue Asset Management
California
$1.14M +$123K +224 +12%
MC
2034
Maren Capital
Illinois
$1.14M
DE
2035
Diversified Enterprises
Delaware
$1.14M +$318K +580 +39%
AIC
2036
Argus Investors Counsel
New York
$1.14M -$16.4K -30 -1%
LF
2037
Lee Financial
Texas
$1.13M -$88.8K -162 -7%
SCM
2038
Seascape Capital Management
New Hampshire
$1.13M -$78.4K -143 -6%
CWM
2039
Cahill Wealth Management
Michigan
$1.13M
AFT
2040
Alpha Family Trust
California
$1.12M
WMA
2041
Wealth Management Associates
New Jersey
$1.12M
RLH
2042
RD Lewis Holdings
Florida
$1.12M +$127K +227 +13%
EW
2043
Elyxium Wealth
California
$1.12M +$765K +1,395 +215%
SRC
2044
Shufro Rose & Co
New York
$1.12M
CMAI
2045
Capital Management Associates Inc
Minnesota
$1.12M +$543K +990 +94%
MADR
2046
Milestones Administradora de Recursos
Brazil
$1.12M
TNBTD
2047
Trustmark National Bank Trust Department
Mississippi
$1.11M +$594K +1,084 +114%
AM
2048
Atwater Malick
Pennsylvania
$1.11M
AIA
2049
AssuredPartners Investment Advisors
Florida
$1.11M +$24.1K +44 +2%
FMC
2050
First Merchants Corp
Indiana
$1.11M -$3.84K -7 -0.3%