MA icon

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 %
BDL
2401
Banque de Luxembourg
Luxembourg
$650K -$175K -320 -21%
WSWA
2402
Warren Street Wealth Advisors
California
$650K +$40.6K +74 +7%
SBWIC
2403
Schaper Benz & Wise Investment Counsel
Wisconsin
$648K +$1.64K +3 +0.3%
FFC
2404
Frederick Financial Consultants
Maryland
$647K +$103K +187 +19%
JHCP
2405
Jackson Hole Capital Partners
Oklahoma
$646K -$9.86K -18 -2%
KMWM
2406
Keudell/Morrison Wealth Management
Oregon
$644K -$548 -1 -0.1%
GL
2407
Gerber LLC
Ohio
$644K
AAM
2408
Aureus Asset Management
Massachusetts
$644K
GWM
2409
GDS Wealth Management
Texas
$642K +$223K +407 +53%
MCM
2410
Mainstream Capital Management
California
$639K -$7.13K -13 -1%
SC
2411
Skylands Capital
Wisconsin
$639K -$5.48K -10 -0.9%
GSWM
2412
Golden State Wealth Management
California
$635K +$15.4K +28 +2%
EL
2413
EWA LLC
Pennsylvania
$635K +$70.7K +129 +13%
CIS
2414
Continental Investors Services
Washington
$633K +$56.5K +103 +10%
CIA
2415
Citadel Investment Advisory
Ohio
$633K
CD
2416
Chapin Davis
Maryland
$633K +$408K +745 +182%
ST
2417
Somerset Trust
Pennsylvania
$631K +$149K +271 +31%
CNBOF
2418
City National Bank of Florida
Florida
$630K -$4.93K -9 -0.8%
KWM
2419
KFG Wealth Management
Indiana
$630K -$55.9K -102 -8%
FP
2420
Financial Perspectives
Minnesota
$629K -$17.2K -31 -3%
S
2421
Sunpointe
Missouri
$628K -$151K -275 -19%
LCGC
2422
Legacy Capital Group California
California
$627K -$17K -31 -3%
NL
2423
Navalign LLC
California
$627K
BCG
2424
Breakwater Capital Group
New Jersey
$626K +$37.3K +68 +6%
PMSA
2425
Patrick M. Sweeney & Associates
Illinois
$626K