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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 %
GFA
2301
Gallagher Fiduciary Advisors
Illinois
$758K -$15.3K -28 -2%
BFS
2302
Baskin Financial Services
Ontario, Canada
$756K
GWM
2303
Gitterman Wealth Management
New Jersey
$755K +$21.4K +39 +3%
CPA
2304
Capital Performance Advisors
California
$754K +$397K +725 +112%
DMBA
2305
Deseret Mutual Benefit Administrators
Utah
$751K -$67.4K -123 -8%
LF
2306
Lantz Financial
Illinois
$750K +$13.2K +24 +2%
DSN
2307
D. Scott Neal
Kentucky
$749K +$1.64K +3 +0.2%
MFG
2308
Midwest Financial Group
Kansas
$748K +$548 +1 +0.1%
PIC
2309
Portland Investment Counsel
Ontario, Canada
$747K
CWM
2310
Centurion Wealth Management
Virginia
$747K
TSWM
2311
Triangle Securities Wealth Management
North Carolina
$744K -$19.2K -35 -3%
FSC
2312
Full Sail Capital
Oklahoma
$744K +$75.1K +137 +11%
GIP
2313
Granite Investment Partners
California
$742K
SIMG
2314
Sonora Investment Management Group
Arizona
$741K -$15.9K -29 -2%
AG
2315
AmeriFlex Group
Nevada
$741K +$687K +1,253 +1,279%
LT
2316
Legacy Trust
Michigan
$737K -$43.9K -80 -6%
MFC
2317
Morris Financial Concepts
South Carolina
$734K -$29.6K -54 -4%
RWA
2318
Redhawk Wealth Advisors
Minnesota
$732K -$30.1K -55 -4%
RP
2319
Rice Partnership
Hawaii
$732K
1WA
2320
180 Wealth Advisors
Washington
$731K -$78.4K -143 -10%
DWM
2321
Dogwood Wealth Management
Kansas
$729K +$36.7K +67 +5%
MC
2322
Matisse Capital
Oregon
$728K +$548 +1 +0.1%
CT
2323
Colonial Trust
South Carolina
$727K -$63.6K -116 -8%
AWAP
2324
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$725K -$28K -51 -4%
CAM
2325
Claret Asset Management
Quebec, Canada
$724K -$674K -1,280 Closed