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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
46.69%
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 %
NWMP
2426
Noble Wealth Management PBC
Colorado
$625K +$16.4K +30 +3%
MF
2427
Manchester Financial
California
$624K
CIS
2428
Custom Index Systems
New York
$624K -$74.5K -136 -11%
AI
2429
Arvest Investments
Arkansas
$624K +$624K +1,138 New
CFS
2430
Commonwealth Financial Services
West Virginia
$623K +$7.13K +13 +1%
TWM
2431
TCFG Wealth Management
California
$622K +$7.12K +13 +1%
HCP
2432
Hexagon Capital Partners
Arkansas
$622K +$69.1K +126 +12%
FHB
2433
First Hawaiian Bank
Hawaii
$622K -$5.93M -10,825 -91%
G
2434
GenTrust
Florida
$621K -$2.74K -5 -0.4%
BWP
2435
Barlow Wealth Partners
Kentucky
$620K
HCM
2436
Horiko Capital Management
New York
$619K
HCM
2437
Hodges Capital Management
Texas
$619K
FCAS
2438
First Command Advisory Services
Texas
$619K -$51K -93 -8%
BCM
2439
Becker Capital Management
Oregon
$618K -$28K -51 -4%
TA
2440
TruWealth Advisors
Louisiana
$618K -$7.12K -13 -1%
CA
2441
Centerpoint Advisors
Massachusetts
$618K
AIM
2442
Advyzon Investment Management
Illinois
$618K -$13.7K -25 -2%
WA
2443
WESPAC Advisors
California
$617K
MWM
2444
Maridea Wealth Management
New York
$616K +$56.5K +103 +10%
TC
2445
Trust Company
Kansas
$614K -$41.1K -75 -6%
RCA
2446
Ranch Capital Advisors
Florida
$614K -$4.38K -8 -0.7%
CPW
2447
Crestmont Private Wealth
Texas
$613K +$93.7K +171 +18%
XF
2448
XML Financial
Maryland
$612K -$13.7K -25 -2%
COCM
2449
Charter Oak Capital Management
New Hampshire
$611K +$60.3K +110 +11%
RMAM
2450
Raab & Moskowitz Asset Management
New Jersey
$610K -$86.6K -158 -12%