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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 %
TA
2226
TFB Advisors
Kansas
$861K +$25.8K +47 +3%
MWA
2227
Midland Wealth Advisors
Illinois
$861K -$26.3K -48 -3%
OWP
2228
ORG Wealth Partners
Texas
$860K +$25.8K +47 +3%
PPC
2229
Park Place Capital
Alabama
$859K -$512K -935 -37%
CWA
2230
Canvas Wealth Advisors
Kansas
$858K +$222K +421 +35%
MAM
2231
McLean Asset Management
Virginia
$858K +$25.4K +53 +3%
VIA
2232
Victrix Investment Advisors
Florida
$855K -$17.5K -32 -2%
HNWAG
2233
High Net Worth Advisory Group
Florida
$853K -$5.48K -10 -0.6%
QFA
2234
Quantum Financial Advisors
California
$850K -$13.7K -25 -2%
GA
2235
Goldstein Advisors
Wisconsin
$843K +$20.3K +37 +2%
MAM
2236
Madison Asset Management
Wisconsin
$842K -$218K -397 -21%
BTWM
2237
Baker Tilly Wealth Management
Wisconsin
$838K +$97K +177 +13%
SPWM
2238
Spartan Planning & Wealth Management
North Carolina
$837K +$548 +1 +0.1%
WT
2239
Washington Trust
Rhode Island
$836K -$189K -344 -18%
FPWM
2240
FSB Premier Wealth Management
Iowa
$836K +$140K +255 +20%
LSIA
2241
LaSalle St. Investment Advisors
Illinois
$835K +$60.3K +110 +8%
FWP
2242
Forefront Wealth Partners
Texas
$834K -$25.2K -46 -3%
CCC
2243
Compass Capital Corp
Massachusetts
$833K -$34.5K -67 -4%
RWM
2244
Riverbend Wealth Management
South Carolina
$832K -$206K -376 -20%
DI
2245
Diligent Investors
California
$831K
SDWIA
2246
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$830K +$2.19K +4 +0.3%
SMG
2247
Smart Money Group
Texas
$826K +$826K +1,508 New
AWM
2248
Alterna Wealth Management
Texas
$826K +$66.9K +122 +9%
PHAM
2249
Palisades Hudson Asset Management
Florida
$826K
FIB
2250
First Interstate Bank
Montana
$823K -$26.9K -49 -3%