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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 %
ZF
2051
Zhang Financial
Michigan
$1.11M +$161K +294 +17%
PBK
2052
Peoples Bank (Kansas)
Kansas
$1.11M +$98.7K +180 +10%
JCM
2053
Jacobsen Capital Management
Utah
$1.11M +$24.7K +45 +2%
AWE
2054
Avidian Wealth Enterprises
Texas
$1.11M +$68.5K +125 +7%
Financial Engines Advisors
2055
Financial Engines Advisors
California
$1.11M +$48.8K +89 +5%
EC
2056
Enhancing Capital
Pennsylvania
$1.1M +$13.7K +25 +1%
FCFC
2057
First Commonwealth Financial Corp
Pennsylvania
$1.1M +$99.2K +181 +10%
CB
2058
Community Bank
New York
$1.09M -$90.4K -165 -8%
WC
2059
Waterloo Capital
Texas
$1.09M +$28.5K +52 +3%
FHC
2060
First Heartland Consultants
Missouri
$1.09M +$5.48K +10 +0.5%
NGA
2061
Naples Global Advisors
Florida
$1.09M -$17.5K -32 -2%
KCM
2062
Kathmere Capital Management
Pennsylvania
$1.09M +$127K +232 +13%
NCM
2063
New Capital Management
Texas
$1.08M -$89.3K -163 -8%
HWM
2064
Howard Wealth Management
Connecticut
$1.08M
DS
2065
DRW Securities
Illinois
$1.08M -$2.8M -5,119 -72%
CFGW
2066
Chancellor Financial Group WB
Pennsylvania
$1.08M -$3.84K -7 -0.4%
WAG
2067
Winthrop Advisory Group
Massachusetts
$1.08M -$422K -770 -28%
FWM
2068
Forza Wealth Management
Florida
$1.08M +$2.74K +5 +0.3%
SAM
2069
Steinberg Asset Management
New York
$1.08M
EAM
2070
Empirical Asset Management
Massachusetts
$1.08M -$15.9M -28,925 -94%
Optiver Holding
2071
Optiver Holding
Netherlands
$1.08M +$1.08M +1,963 New
SCP
2072
Sivia Capital Partners
California
$1.07M +$72.4K +132 +7%
MCM
2073
Monument Capital Management
Virginia
$1.07M +$9.32K +17 +0.9%
TWA
2074
TCI Wealth Advisors
Arizona
$1.07M -$457K -834 -30%
RCA
2075
Runnymede Capital Advisors
Ohio
$1.07M +$19.2K +35 +2%