MA icon

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 %
RFA
2201
Resurgent Financial Advisors
Georgia
$887K +$1.64K +3 +0.2%
ARC
2202
Advisor Resource Council
Texas
$886K +$886K +1,877 New
AAS
2203
Annex Advisory Services
Wisconsin
$885K +$140K +256 +19%
PFA
2204
Pure Financial Advisors
California
$884K +$191K +349 +28%
CPRC
2205
Consolidated Portfolio Review Corp
New York
$883K +$84.4K +154 +11%
LA
2206
Latitude Advisors
Florida
$882K +$149K +271 +20%
CFG
2207
Carr Financial Group
Massachusetts
$880K -$428K -780 -33%
PSC
2208
Prentiss Smith & Co
Vermont
$880K
AA
2209
Armis Advisers
Georgia
$878K +$441K +805 +101%
OAM
2210
Occidental Asset Management
California
$877K +$270K +492 +44%
OWA
2211
Outlook Wealth Advisors
Texas
$876K -$3.84K -7 -0.4%
MFS
2212
Miller Financial Services
Michigan
$876K -$52.1K -95 -6%
MKC
2213
M. Kraus & Co
Vermont
$876K -$2.74K -5 -0.3%
DOA
2214
D'Orazio & Associates
Virginia
$876K +$91.5K +167 +12%
TCWM
2215
Total Clarity Wealth Management
Illinois
$875K
SL
2216
Salomon & Ludwin
Virginia
$875K
SWM
2217
Salvus Wealth Management
New Jersey
$874K +$8.22K +15 +0.9%
MIM
2218
Moseley Investment Management
Florida
$872K
TIM
2219
Tevis Investment Management
Texas
$871K
SIC
2220
Salem Investment Counselors
North Carolina
$871K +$26.3K +48 +3%
TA
2221
TFG Advisers
Michigan
$870K +$1.1K +2 +0.1%
BMC
2222
Beaton Management Company
Massachusetts
$867K
IWP
2223
Invenio Wealth Partners
Florida
$867K +$21.4K +39 +3%
FG
2224
Foster Group
Iowa
$866K +$316K +577 +58%
PWM
2225
Pines Wealth Management
North Carolina
$865K -$6.72K -14 -0.8%