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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 %
LCM
2526
Lattice Capital Management
Washington
$562K
FDW
2527
Fourth Dimension Wealth
Ohio
$559K -$28.7K -51 -5%
RFN
2528
Redwood Financial Network
Ohio
$559K
BW
2529
BIP Wealth
Georgia
$559K -$58.4K -104 -9%
DWS
2530
Discipline Wealth Solutions
South Carolina
$559K
GS
2531
GWN Securities
Florida
$557K -$3.33M -5,836 -86%
FWA
2532
Flagship Wealth Advisors
Massachusetts
$557K
CMAI
2533
Capital Management Associates Inc
Minnesota
$556K -$589K -1,048 -51%
NPF
2534
Norris Perne & French
Michigan
$554K
IMC
2535
Investment Management Corporation
Virginia
$553K +$9.55K +17 +2%
HFM
2536
Hartford Financial Management
Connecticut
$553K -$6.74K -12 -1%
XF
2537
XML Financial
Maryland
$552K -$75.9K -135 -12%
CPA
2538
Clear Point Advisors
New York
$552K
GCM
2539
Gallacher Capital Management
Colorado
$552K +$211K +376 +62%
PW
2540
PUREfi Wealth
Massachusetts
$552K +$56.7K +101 +11%
VCP
2541
Verus Capital Partners
Arizona
$551K +$3.94K +7 +0.7%
SWAG
2542
Spectrum Wealth Advisory Group
California
$549K +$562 +1 +0.1%
JWBC
2543
J.W. Burns & Co
New York
$549K -$6.74K -12 -1%
OHWP
2544
Oak Harbor Wealth Partners
North Carolina
$549K +$50K +89 +10%
BHB
2545
Bank Hapoalim BM
Israel
$548K -$2.81K -5 -0.5%
TPBG
2546
Turning Point Benefit Group
Maryland
$548K -$17.4K -31 -3%
WIC
2547
Wilkins Investment Counsel
Massachusetts
$548K
TAM
2548
Townsend Asset Management
North Carolina
$547K +$42.7K +76 +8%
CFAM
2549
Center For Asset Management
Florida
$547K +$42K +80 +8%
LDB
2550
Lee, Danner & Bass
Tennessee
$547K