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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 %
TWP
2126
Triad Wealth Partners
Kansas
$970K -$88.8K -162 -8%
NA
2127
Navellier & Associates
Nevada
$970K
WRPWM
2128
Werba Rubin Papier Wealth Management
California
$965K -$30.1K -55 -3%
WDG
2129
Wealth Dimensions Group
Ohio
$964K -$12.6K -23 -1%
LGA
2130
Lebenthal Global Advisors
New York
$964K +$39.5K +72 +4%
GPW
2131
Genesis Private Wealth
Virginia
$962K +$44.4K +81 +5%
TAM
2132
Taurus Asset Management
New York
$962K
RPWA
2133
Regent Peak Wealth Advisors
Georgia
$962K -$22.5K -41 -2%
SB
2134
Sunflower Bank
Texas
$961K +$13.7K +25 +1%
IAS
2135
IMA Advisory Services
Colorado
$955K -$47.7K -87 -5%
BAM
2136
Brave Asset Management
New Jersey
$955K +$11.5K +21 +1%
DFA
2137
Davies Financial Advisors
California
$955K +$14.8K +27 +2%
FA
2138
Fermata Advisors
California
$953K +$101K +185 +12%
SAW
2139
Signal Advisors Wealth
Michigan
$953K +$190K +347 +25%
TFP
2140
Tilia Fiduciary Partners
North Carolina
$953K -$15.3K -28 -2%
LIA
2141
LBMC Investment Advisors
Tennessee
$952K
SC
2142
Summa Corp
Texas
$952K
CWM
2143
Crowley Wealth Management
Delaware
$949K -$26.9K -49 -3%
TCM
2144
Teza Capital Management
Illinois
$948K -$1.33M -2,433 -58%
EWM
2145
Evermay Wealth Management
Virginia
$948K +$247K +450 +35%
HPM
2146
Hoxton Planning & Management
West Virginia
$948K +$37.8K +69 +4%
GHA
2147
Granite Harbor Advisors
Texas
$947K +$187K +341 +25%
QC
2148
Quantessence Capital
New York
$946K -$3.68M -6,710 -80%
SAM
2149
Strive Asset Management
Ohio
$946K -$66.9K -122 -7%
VDBMI
2150
Van Den Berg Management I
Texas
$945K -$62.5K -114 -6%