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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 %
ACG
2376
Allen Capital Group
Nebraska
$679K +$83.3K +152 +14%
CPM
2377
Connective Portfolio Management
New York
$677K
BDF
2378
Black Diamond Financial
Maryland
$676K +$84.4K +154 +14%
RFP
2379
Root Financial Partners
California
$673K +$54.8K +100 +9%
GPA
2380
Guerra Pan Advisors
New Jersey
$671K
TWM
2381
Tradition Wealth Management
Minnesota
$671K +$21.9K +40 +3%
CWA
2382
CM Wealth Advisors
Ohio
$671K
OC
2383
Oarsman Capital
Wisconsin
$669K -$23K -42 -3%
RW
2384
Rede Wealth
Virginia
$668K
FCM
2385
Family Capital Management
Michigan
$667K +$105K +192 +19%
KFGK
2386
Keystone Financial Group (Kentucky)
Kentucky
$667K
BAM
2387
Berkshire Asset Management
Pennsylvania
$666K -$17.6K -31 -3%
SGCA
2388
Steel Grove Capital Advisors
Tennessee
$665K -$27.4K -50 -4%
TCM
2389
Tanaka Capital Management
New York
$664K -$9.32K -17 -1%
CWS
2390
Cypress Wealth Services
California
$663K +$6.58K +12 +1%
PPA
2391
Painted Porch Advisors
California
$662K +$2.74K +5 +0.4%
DPI
2392
Diversified Portfolios Inc
Michigan
$660K
WCA
2393
Westover Capital Advisors
Delaware
$660K +$30.1K +55 +5%
EB
2394
Exchange Bank
California
$659K -$20.3K -37 -3%
RB
2395
Renasant Bank
Mississippi
$657K -$472K -862 -42%
VAG
2396
VisionPoint Advisory Group
Texas
$654K -$994K -1,813 -60%
WPW
2397
Warther Private Wealth
Ohio
$654K +$1.1K +2 +0.2%
CWP
2398
Core Wealth Partners
California
$653K +$125K +228 +24%
NA
2399
Nottingham Advisors
New York
$652K -$713K -1,300 -52%
CYG
2400
Clean Yield Group
Vermont
$651K