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Mastercard

3,468 hedge funds and large institutions have $446B invested in Mastercard in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,413 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,468
Holders Change
+31
Holders Change %
+0.9%
% of All Funds
46.48%
Holding in Top 10
337
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-10.37%
% of All Funds
4.52%
New
211
Increased
1,413
Reduced
1,342
Closed
116
Calls
$3.08B
Puts
$4.68B
Net Calls
-$1.6B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
CF
2476
Convergence Financial
Missouri
$613K +$12.4K +22 +2%
RP
2477
Riverwater Partners
Wisconsin
$611K +$45.5K +81 +8%
AWA
2478
Amplius Wealth Advisors
Pennsylvania
$611K -$209K -372 -25%
FFM
2479
Flagstone Financial Management
Nebraska
$610K
BBNB
2480
Baker Boyer National Bank
Washington
$610K
HVIA
2481
Hudson Valley Investment Advisors
New York
$609K
VP
2482
Verum Partners
North Carolina
$608K +$57.3K +102 +10%
GKWIM
2483
Gerber Kawasaki Wealth & Investment Management
California
$606K +$26.4K +47 +5%
BCM
2484
Becker Capital Management
Oregon
$606K -$27.5K -49 -4%
M
2485
MATAURO
New York
$606K +$606K +1,079 New
FA
2486
Fountainhead AM
New Jersey
$605K +$62.4K +111 +12%
WSC
2487
Wellington Shields & Co
New York
$604K -$10.7K -19 -2%
ZIG
2488
Zullo Investment Group
Pennsylvania
$603K +$24.2K +43 +4%
PNC
2489
Park National Corp
Ohio
$603K +$11.8K +21 +2%
OPWM
2490
Oregon Pacific Wealth Management
Oregon
$602K -$109K -194 -15%
MWM
2491
Mindset Wealth Management
Indiana
$601K +$562 +1 +0.1%
PPWM
2492
Paragon Private Wealth Management
Kentucky
$600K +$46.7K +83 +8%
MPI
2493
Mairs & Power Inc
Minnesota
$598K +$28.1K +50 +5%
ATS
2494
Ashton Thomas Securities
New York
$596K +$562 +1 +0.1%
GAM
2495
Grandview Asset Management
Pennsylvania
$595K -$2.25K -4 -0.4%
CIAS
2496
CFS Investment Advisory Services
New Jersey
$594K +$25.3K +45 +4%
FAG
2497
Fortitude Advisory Group
Washington
$594K -$12.9K -23 -2%
OIS
2498
OneAscent Investment Solutions
Alabama
$593K +$3.93K +7 +0.7%
CCA
2499
Conestoga Capital Advisors
Pennsylvania
$593K
SAMT
2500
Select Asset Management & Trust
Pennsylvania
$590K -$5.62K -10 -0.9%