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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 %
CIC
2076
Crawford Investment Counsel
Georgia
$1.07M -$36.7K -67 -3%
CLOS
2077
Compagnie Lombard Odier SCmA
Switzerland
$1.07M +$585K +1,068 +121%
TCB
2078
Texas Capital Bancshares
Texas
$1.06M -$6.58K -12 -0.6%
CWA
2079
Crux Wealth Advisors
California
$1.06M +$156K +284 +17%
HAM
2080
Hickory Asset Management
Ohio
$1.06M -$37.8K -69 -3%
SP
2081
Stonebrook Private
Michigan
$1.06M +$108K +197 +11%
AA
2082
Advisory Alpha
Michigan
$1.06M +$135K +246 +15%
AWM
2083
Aries Wealth Management
Maine
$1.06M +$401K +731 +61%
CCA
2084
Cottonwood Capital Advisors
Utah
$1.05M -$124K -227 -11%
CC
2085
Cadinha & Co
Hawaii
$1.05M +$27.4K +50 +3%
JWWM
2086
Johnson & White Wealth Management
Pennsylvania
$1.05M +$548 +1 +0.1%
NFC
2087
Northstar Financial Companies
Pennsylvania
$1.05M -$379K -691 -27%
SIA
2088
Strategic Investment Advisors
Michigan
$1.05M +$3.29K +6 +0.3%
DI
2089
DDFG Inc
California
$1.05M
RF
2090
Rossby Financial
Florida
$1.04M -$257K -481 -20%
WF
2091
WinCap Financial
Massachusetts
$1.04M -$42.8K -78 -4%
FMN
2092
Financial Management Network
California
$1.04M
MFWP
2093
Mosaic Family Wealth Partners
Missouri
$1.03M +$8.77K +16 +0.9%
NWAG
2094
Net Worth Advisory Group
Utah
$1.03M +$206K +376 +25%
GSEP
2095
Golden State Equity Partners
California
$1.02M -$137K -250 -12%
SC
2096
Solstein Capital
California
$1.02M
BIA
2097
Bigelow Investment Advisors
Maine
$1.02M -$50.4K -92 -5%
VBCG
2098
Valley Brook Capital Group
Pennsylvania
$1.02M +$13.7K +25 +1%
RPSA
2099
Richard P. Slaughter Associates
Texas
$1.02M +$1.02M +1,853 New
DJSG
2100
D.J. St. Germain
Massachusetts
$1.02M +$7.67K +14 +0.8%