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Mastercard

3,721 hedge funds and large institutions have $524B invested in Mastercard in 2025 Q4 according to their latest regulatory filings, with 405 funds opening new positions, 1,403 increasing their positions, 1,441 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 405 | Existing positions closed: 119

18% more capital invested

Capital invested by funds: $445B → $524B (+$78.5B)

9.63% more ownership

Funds ownership: 87.23%96.86% (+9.6%)

6% more funds holding

Funds holding: 3,5043,721 (+217)

1% more funds holding in top 10

Funds holding in top 10: 293295 (+2)

3% less repeat investments, than reductions

Existing positions increased: 1,403 | Existing positions reduced: 1,441

26% less call options, than puts

Call options by funds: $2.87B | Put options by funds: $3.89B

Holders
3,721
Holders Change
+217
Holders Change %
+6.19%
% of All Funds
45.26%
Holding in Top 10
295
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.68%
% of All Funds
3.59%
New
405
Increased
1,403
Reduced
1,441
Closed
119
Calls
$2.87B
Puts
$3.89B
Net Calls
-$1.02B
Net Calls Change
+$85.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2576
Mindset Wealth Management
Indiana
$624K +$559 +1 +0.1%
RMAM
2577
Raab & Moskowitz Asset Management
New Jersey
$624K -$11.2K -20 -2%
FFM
2578
Flagstone Financial Management
Nebraska
$622K +$2.79K +5 +0.5%
RMP
2579
Richards, Merrill & Peterson
Washington
$622K +$76.6K +137 +14%
TA
2580
Townsend & Associates
Colorado
$621K
CIS
2581
Continental Investors Services
Washington
$620K -$2.24K -4 -0.3%
FAG
2582
Fortitude Advisory Group
Washington
$619K +$28K +50 +5%
VP
2583
Verum Partners
North Carolina
$618K -$3.91K -7 -0.6%
FCB
2584
First County Bank
Connecticut
$618K -$7.27K -13 -1%
M
2585
MATAURO
New York
$618K +$7.83K +14 +1%
OWM
2586
OneAscent Wealth Management
Alabama
$617K -$14K -25 -2%
FFO
2587
Fortitude Family Office
Arizona
$617K +$28.5K +51 +5%
RW
2588
RVW Wealth
California
$617K +$91.1K +163 +18%
GCM
2589
Gladius Capital Management
Illinois
$614K -$687K -1,229 -53%
DM
2590
Diversified Management
Wisconsin
$613K +$600K +1,073 New
PNC
2591
Park National Corp
Ohio
$611K -$54.8K -98 -8%
SA
2592
Sonoma Allocations
California
$609K -$297K -532 -32%
LSPW
2593
Lake Street Private Wealth
Illinois
$608K +$1.68K +3 +0.3%
FCM
2594
FJ Capital Management
Virginia
$607K -$464K -830 -44%
BWM
2595
BNB Wealth Management
Maryland
$606K +$594K +1,062 New
BF
2596
Brucke Financial
Indiana
$603K -$48.1K -86 -8%
SAMT
2597
Select Asset Management & Trust
Pennsylvania
$603K +$3.91K +7 +0.7%
SBWIC
2598
Schaper Benz & Wise Investment Counsel
Wisconsin
$603K -$24K -43 -4%
CF
2599
Convergence Financial
Missouri
$602K +$5.59K +10 +1%
GAM
2600
Grandview Asset Management
Pennsylvania
$602K +$559 +1 +0.1%