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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 %
LI
2501
LifeWealth Investments
Florida
$590K +$119K +212 +25%
PWP
2502
Phillips Wealth Planners
Mississippi
$589K -$3.94K -7 -0.7%
DTC
2503
Davidson Trust Company
Washington
$588K
PWP
2504
Perfromance Wealth Partners
Illinois
$586K +$112K +200 +24%
BBW
2505
Blue Barn Wealth
Utah
$586K +$29.2K +52 +5%
WPWM
2506
Western Pacific Wealth Management
Illinois
$585K +$34.8K +62 +6%
SRC
2507
Sage Rhino Capital
California
$584K -$3.93K -7 -0.7%
FFO
2508
Fortitude Family Office
Arizona
$578K +$251K +447 +77%
MPW
2509
MASECO Private Wealth
$575K +$575K +1,024 New
CBT
2510
Crews Bank & Trust
Florida
$574K -$15.2K -27 -3%
FCMC
2511
Founders Capital Management (Connecticut)
Connecticut
$574K
PWM
2512
Paulson Wealth Management
Illinois
$573K -$4.5K -8 -0.8%
WSA
2513
Warm Springs Advisors
California
$573K
JFG
2514
JMG Financial Group
Illinois
$572K +$562 +1 +0.1%
PW
2515
Pandora Wealth
Illinois
$572K
BTWM
2516
Brass Tax Wealth Management
Ohio
$571K +$18K +32 +3%
CPSAC
2517
Chas P. Smith & Associates (CPS)
Florida
$571K -$241K -428 -30%
MWA
2518
Motive Wealth Advisors
Michigan
$570K +$57.3K +102 +11%
FCM
2519
Fire Capital Management
California
$570K
DW
2520
Durante & Waters
New York
$569K
SIS
2521
Sound Income Strategies
Florida
$568K +$194K +345 +52%
CWD
2522
Clarity Wealth Development
Oregon
$567K
RA
2523
Rise Advisors
New York
$567K -$11.2K -20 -2%
CWMK
2524
Caliber Wealth Management (Kansas)
Kansas
$566K +$75.9K +135 +15%
KWM
2525
Kanen Wealth Management
Florida
$562K