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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 %
LCS
2251
Levin Capital Strategies
New York
$822K
CPC
2252
Cookson Peirce & Co
Pennsylvania
$822K -$23.6K -43 -3%
CFA
2253
CWS Financial Advisors
Michigan
$821K +$110K +201 +15%
KFI
2254
Key Financial Inc
Pennsylvania
$819K +$6.58K +12 +0.8%
PWA
2255
Physician Wealth Advisors
Utah
$818K -$32.3K -59 -4%
FFG
2256
Fortem Financial Group
California
$817K -$2.74K -5 -0.3%
NF
2257
Nvest Financial
New Hampshire
$815K +$30.1K +55 +4%
JA
2258
JVL Associates
Michigan
$815K +$4.93K +9 +0.6%
GDP
2259
Great Diamond Partners
Maine
$814K -$121K -220 -13%
HHRDM
2260
H&H Retirement Design & Management
Nevada
$812K +$1.53K +3 +0.2%
NWA
2261
New World Advisors
Massachusetts
$810K +$111K +203 +16%
TW
2262
Traveka Wealth
California
$810K
PFG
2263
Prosperity Financial Group
California
$810K -$2.74K -5 -0.3%
TFIPS
2264
Towarzystwo Funduszy Inwestycyjnych PZU SA
$810K -$82.2K -150 -9%
BAM
2265
BOS Asset Management
Illinois
$809K +$13.7K +25 +2%
CWA
2266
Clarity Wealth Advisors
California
$808K -$36.2K -66 -4%
XSC
2267
X-Square Capital
Puerto Rico
$807K +$95.9K +175 +13%
RHAM
2268
Round Hill Asset Management
California
$806K
RIA
2269
Regal Investment Advisors
Michigan
$805K -$182K -332 -18%
DIP
2270
DT Investment Partners
Pennsylvania
$805K
BW
2271
BXM Wealth
Colorado
$804K -$548 -1 -0.1%
BFW
2272
Brady Family Wealth
Missouri
$802K -$77.8K -142 -9%
BFO
2273
Boston Family Office
Massachusetts
$800K
AWA
2274
Amplius Wealth Advisors
Pennsylvania
$800K +$28K +51 +4%
SFO
2275
Stokes Family Office
Louisiana
$798K