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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 %
PDM
2576
Penn Davis McFarland
Texas
$532K -$14K -25 -3%
Betterment LLC
2577
Betterment LLC
New York
$532K +$32.6K +58 +7%
DO
2578
denkapparat Operations
Germany
$532K +$28.1K +50 +6%
PIM
2579
Pullen Investment Management
Florida
$531K -$53.9K -96 -9%
MC
2580
Machina Capital
France
$530K -$2.33M -4,148 -81%
MWM
2581
MBE Wealth Management
Wisconsin
$530K -$18K -32 -3%
MA
2582
MCF Advisors
Kentucky
$530K -$6.18K -11 -1%
KCM
2583
Kanawha Capital Management
Virginia
$529K
SIC
2584
SFE Investment Counsel
California
$528K -$9K -16 -2%
LAS
2585
LWM Advisory Services
Florida
$527K -$56.2K -100 -10%
VR
2586
Valued Retirements
Texas
$526K
PPW
2587
Parcion Private Wealth
Washington
$524K +$12.4K +22 +2%
CIP
2588
Convergence Investment Partners
Florida
$523K -$36.5K -65 -7%
FAN
2589
Financial Advisors Network
California
$523K +$9.55K +17 +2%
SCA
2590
Sandy Cove Advisors
Massachusetts
$522K +$87.1K +155 +20%
QL
2591
Quarry LP
New York
$519K +$33.7K +60 +7%
RIA
2592
Realta Investment Advisors
Delaware
$516K -$14.6K -26 -3%
RW
2593
RVW Wealth
California
$516K +$2.25K +4 +0.4%
PA
2594
Promethium Advisors
Maryland
$513K
RPCONE
2595
Retirement Planning Company of New England
Rhode Island
$512K +$2.81K +5 +0.6%
NL
2596
Navalign LLC
California
$511K -$131K -234 -20%
MPW
2597
Magnolia Private Wealth
Pennsylvania
$511K +$12.4K +22 +2%
PFWA
2598
Paces Ferry Wealth Advisors
Georgia
$511K +$12.4K +22 +2%
PCS
2599
Private Client Services
Kentucky
$510K +$23K +41 +5%
HI
2600
Hudock Inc
Pennsylvania
$509K +$11.8K +21 +2%