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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 %
CHP
2151
Cable Hill Partners
Oregon
$943K +$210K +383 +29%
PCM
2152
Park Capital Management
Wisconsin
$942K +$135K +246 +17%
WAM
2153
Werlinich Asset Management
Connecticut
$942K
MPPW
2154
Mitchell & Pahl Private Wealth
Oklahoma
$938K -$28K -51 -3%
NERM
2155
New England Research & Management
Illinois
$935K +$617K +1,125 +194%
ACM
2156
Advance Capital Management
Michigan
$935K +$37.8K +69 +4%
TFO
2157
Tarbox Family Office
California
$935K -$2.74K -5 -0.3%
RIM
2158
Redwood Investment Management
Arizona
$934K +$281K +513 +43%
DAC
2159
Dividend Assets Capital
South Carolina
$933K
ACM
2160
AlphaStar Capital Management
North Carolina
$932K +$39.5K +72 +4%
SW
2161
SkyOak Wealth
Michigan
$932K
MSA
2162
Marino Stram & Associates
Massachusetts
$931K +$21.9K +40 +2%
FFA
2163
Fragasso Financial Advisors
Pennsylvania
$930K +$10.4K +19 +1%
TIA
2164
Traphagen Investment Advisors
New Jersey
$930K -$19.7K -36 -2%
LPFG
2165
Landing Point Financial Group
Ohio
$929K -$23.6K -43 -2%
CCWM
2166
Correct Capital Wealth Management
Missouri
$929K +$643K +1,172 +225%
CWA
2167
Consilium Wealth Advisory
Texas
$928K +$10.4K +19 +1%
PCG
2168
PFC Capital Group
California
$927K -$31.8K -58 -3%
AA
2169
ABC Arbitrage
France
$926K +$926K +1,689 New
Blackstone Inc
2170
Blackstone Inc
New York
$924K +$924K +1,686 New
AWM
2171
Aberdeen Wealth Management
Illinois
$924K
CG
2172
Corundum Group
Colorado
$921K -$757K -1,381 -45%
NRC
2173
New Republic Capital
North Carolina
$921K +$92.6K +169 +11%
AA
2174
Auxano Advisors
Washington
$921K -$10.4K -19 -1%
APP
2175
Avantax Planning Partners
Iowa
$921K +$20.8K +38 +2%