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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 %
PCA
2176
Purkiss Capital Advisors
Connecticut
$919K +$175K +320 +24%
GAM
2177
Gould Asset Management
California
$919K -$15.3K -28 -2%
CS
2178
Crescent Sterling
Louisiana
$918K +$1.1K +2 +0.1%
FOA
2179
Five Oceans Advisors
California
$918K +$9.32K +17 +1%
APWM
2180
Argonautica Private Wealth Management
Massachusetts
$917K
SVCP
2181
Silicon Valley Capital Partners
California
$917K +$1.62K +3 +0.2%
SVWAG
2182
Sound View Wealth Advisors Group
Georgia
$915K -$64.7K -118 -7%
JSL
2183
JT Stratford LLC
Georgia
$915K +$12.1K +22 +1%
FWA
2184
FSM Wealth Advisors
Ohio
$915K +$141K +258 +18%
CWA
2185
Carolina Wealth Advisors
South Carolina
$914K +$664K +1,212 +266%
HIM
2186
Hillsdale Investment Management
Ontario, Canada
$913K +$87.7K +160 +11%
BSHC
2187
Breed's Hill Capital
Massachusetts
$911K +$31.8K +58 +4%
CMI
2188
Clare Market Investments
Texas
$910K -$23.6K -43 -3%
DEM
2189
Disciplined Equity Management
Florida
$910K -$93.2K -170 -9%
OFO
2190
OneAscent Family Office
Alabama
$909K +$386K +705 +74%
AWM
2191
Ariadne Wealth Management
California
$908K +$83K +146 +10%
FCA
2192
FLC Capital Advisors
California
$902K +$45.5K +83 +5%
NRW
2193
Nova R Wealth
Kansas
$900K +$55.9K +102 +7%
CPL
2194
CAP Partners LLC
Tennessee
$900K -$84.4K -154 -9%
AC
2195
AlphaCore Capital
California
$896K +$297K +541 +49%
MSAM
2196
Moloney Securities Asset Management
Missouri
$895K -$46K -84 -5%
OPA
2197
Old Port Advisors
Maine
$894K -$27.4K -50 -3%
KDA
2198
Kraft Davis & Associates
Missouri
$889K -$3.69K -7 -0.4%
TCM
2199
Tributary Capital Management
Nebraska
$888K -$27.4K -50 -3%
WI
2200
Wedgewood Investors
Pennsylvania
$888K