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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 %
SWA
2551
Strategies Wealth Advisors
Michigan
$545K +$6.18K +11 +1%
DIM
2552
DLK Investment Management
California
$545K -$562 -1 -0.1%
BPAMU
2553
BTG Pactual Asset Management US
New York
$544K -$1.52M -2,704 -74%
BWM
2554
BCS Wealth Management
Tennessee
$542K +$82.6K +147 +18%
RMP
2555
Richards, Merrill & Peterson
Washington
$541K +$6.74K +12 +1%
VC
2556
Vicus Capital
Pennsylvania
$541K +$200K +356 +59%
LWM
2557
Liberty Wealth Management
California
$541K +$541K +963 New
SFS
2558
Symphony Financial Services
Ohio
$541K -$3.93K -7 -0.7%
AWA
2559
Aletheian Wealth Advisors
Washington
$541K +$8.99K +16 +2%
WPW
2560
Warther Private Wealth
Ohio
$540K -$131K -233 -20%
RCP
2561
Rothschild Capital Partners
New York
$539K
PA
2562
PFW Advisors
Georgia
$539K -$6.74K -12 -1%
GWCM
2563
Godshalk Welsh Capital Management
Pennsylvania
$539K
TFA
2564
Tobias Financial Advisors
Florida
$539K +$286K +509 +113%
EFA
2565
Edge Financial Advisors
Illinois
$539K +$25.8K +46 +5%
NWWA
2566
New Wave Wealth Advisors
Arkansas
$539K +$8.99K +16 +2%
WCFA
2567
Walkner Condon Financial Advisors
Wisconsin
$539K +$26.4K +47 +5%
PFM
2568
Phillips Financial Management
Indiana
$538K +$44.4K +79 +9%
CPW
2569
Catalyst Private Wealth
California
$538K +$92.7K +165 +21%
SA
2570
Stewardship Advisors
Pennsylvania
$537K -$7.87K -14 -1%
BTD
2571
BankPlus Trust Department
Mississippi
$536K -$80.9K -144 -13%
LSPW
2572
Lake Street Private Wealth
Illinois
$534K +$534K +950 New
CWA
2573
Consilio Wealth Advisors
Washington
$534K -$154K -280 -22%
LWA
2574
Lineweaver Wealth Advisors
Ohio
$533K -$10.1K -18 -2%
BWM
2575
BlackDiamond Wealth Management
New York
$532K +$34.4K +61 +7%