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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 %
PWM
2326
Proathlete Wealth Management
Florida
$724K -$550 -1 -0.1%
NFG
2327
Nadler Financial Group
Illinois
$722K +$41.7K +76 +6%
TNA
2328
True North Advisors
Texas
$721K -$12.1K -22 -2%
FCB
2329
First County Bank
Connecticut
$720K -$13.7K -25 -2%
HKIM
2330
Hayek Kallen Investment Management
Alabama
$720K
RFG
2331
Range Financial Group
Oregon
$719K +$133K +243 +23%
MW
2332
MBL Wealth
North Carolina
$719K +$25.8K +47 +4%
WFA
2333
Wellspring Financial Advisors
Ohio
$719K +$1.64K +3 +0.2%
MCWA
2334
Meadow Creek Wealth Advisors
Georgia
$718K -$2.74K -5 -0.4%
CPA
2335
Cardiff Park Advisors
California
$718K
HP
2336
Haven Private
Florida
$716K +$35.6K +65 +5%
PHWM
2337
Pine Harbor Wealth Management
Maryland
$714K +$548 +1 +0.1%
CAM
2338
Cidel Asset Management
Ontario, Canada
$713K
WC
2339
Weil Company
California
$712K +$1.1K +2 +0.2%
NL
2340
NWAM LLC
Washington
$711K -$190K -346 -21%
SL
2341
Sentinus LLC
Illinois
$711K +$44.4K +81 +7%
FWP
2342
Firethorn Wealth Partners
Georgia
$708K +$22.5K +41 +3%
ML
2343
McAdam LLC
Pennsylvania
$708K -$99.8K -182 -12%
BWM
2344
Baron Wealth Management
Michigan
$707K +$168K +306 +31%
GHA
2345
GW Henssler & Associates
Georgia
$706K +$54.3K +99 +8%
AF
2346
Atala Financial
California
$705K
SAM
2347
Strategy Asset Managers
California
$705K +$206K +375 +41%
NAM
2348
NTV Asset Management
West Virginia
$705K +$66.9K +122 +10%
ACP
2349
Argyle Capital Partners
California
$704K -$40K -73 -5%
CCA
2350
Coign Capital Advisors
Utah
$703K -$19.7K -36 -3%