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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 %
FAM
2276
Fairtree Asset Management
South Africa
$798K +$324K +591 +68%
SGK
2277
Steigerwald Gordon & Koch
Virginia
$796K -$11K -20 -1%
CPSAC
2278
Chas P. Smith & Associates (CPS)
Florida
$791K +$53.7K +98 +7%
GJWM
2279
Gilliland Jeter Wealth Management
Arkansas
$790K -$9.32K -17 -1%
MMEA
2280
Main Management ETF Advisors
California
$790K +$790K +1,442 New
CJL
2281
Cyrus J. Lawrence
New York
$789K -$12.3M -22,435 -94%
MF
2282
Montis Financial
Massachusetts
$788K
LSA
2283
Lion Street Advisors
Texas
$786K -$99.8K -182 -11%
FFG
2284
Floyd Financial Group
Missouri
$783K +$21.9K +40 +3%
HT
2285
Headlands Technologies
Illinois
$782K -$1.29M -2,351 -62%
WB
2286
Webster Bank
Connecticut
$781K -$106K -193 -12%
ALA
2287
Atlas Legacy Advisors
California
$781K +$1.1K +2 +0.1%
WA
2288
Wealth Architects
California
$779K +$17.5K +32 +2%
VC
2289
Veery Capital
Delaware
$778K -$1.1K -2 -0.1%
WFMPM
2290
Woodley Farra Manion Portfolio Management
Indiana
$777K +$2.74K +5 +0.4%
PA
2291
PSI Advisors
Florida
$774K -$63K -115 -8%
CAI
2292
Capital Advisors Inc
Oklahoma
$773K +$5.48K +10 +0.7%
GWM
2293
GSB Wealth Management
Connecticut
$772K -$119K -218 -13%
MFG
2294
Magnus Financial Group
New York
$770K -$13.2K -24 -2%
AC
2295
Aristides Capital
Kentucky
$767K
AI
2296
Atom Investors
Texas
$766K -$67.4K -123 -8%
AWM
2297
Atticus Wealth Management
Florida
$766K -$21.9K -40 -3%
KFG
2298
Kelly Financial Group
Connecticut
$764K +$764K +1,394 New
OFG
2299
Oxford Financial Group
Indiana
$763K -$63K -115 -8%
MCCP
2300
Mission Creek Capital Partners
California
$762K -$218K -397 -22%