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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 %
EC
2601
EdgeRock Capital
Colorado
$507K +$13.9K +25 +3%
IIM
2602
Illumine Investment Management
Washington
$507K
DAL
2603
Delta Accumulation LLC
California
$506K +$494 +1 +0.1%
OCM
2604
Ovata Capital Management
Hong Kong
$506K
PCM
2605
PAR Capital Management
Massachusetts
$506K +$225K +400 +80%
HOWA
2606
Heritage Oak Wealth Advisors
Florida
$505K +$2.25K +4 +0.4%
CG
2607
Cynosure Group
Utah
$505K +$64.6K +115 +15%
BFC
2608
Bedel Financial Consulting
Indiana
$503K -$8.43K -15 -2%
HWP
2609
Hibernia Wealth Partners
Louisiana
$503K +$503K +895 New
GBWM
2610
Granite Bay Wealth Management
New Hampshire
$503K
AHL
2611
Abel Hall LLC
Louisiana
$503K +$47.8K +85 +10%
NG
2612
Northstar Group
New York
$501K -$5.62K -10 -1%
HTWM
2613
Hartmann Taylor Wealth Management
Texas
$501K +$2.81K +5 +0.6%
AWG
2614
Altus Wealth Group
Colorado
$497K -$1.12K -2 -0.2%
FBFS
2615
First Business Financial Services
Wisconsin
$497K
SPWG
2616
Sage Private Wealth Group
Illinois
$496K +$43.3K +77 +10%
EHWM
2617
Eads & Heald Wealth Management
Georgia
$496K -$18K -32 -4%
NCTC
2618
New Covenant Trust Company
Indiana
$495K -$1.65K -3 -0.3%
BMC
2619
Benin Management Corp
Connecticut
$493K -$2.81K -5 -0.6%
LJAC
2620
L.J. Altfest & Co
New York
$493K -$773K -1,376 -61%
AIM
2621
Avity Investment Management
Connecticut
$492K -$56.2K -100 -10%
AW
2622
Apricus Wealth
South Carolina
$491K -$8.43K -15 -2%
G
2623
GenTrust
Florida
$491K -$145K -259 -23%
AWA
2624
AGH Wealth Advisors
Kansas
$490K -$1.69K -3 -0.3%
LFG
2625
Lockerman Financial Group
California
$490K -$12.4K -22 -2%