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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 %
FA
2626
Fortis Advisors
Pennsylvania
$489K
TC
2627
Trilogy Capital
California
$488K -$562 -1 -0.1%
VCM
2628
Vivaldi Capital Management
Illinois
$484K -$4.5K -8 -0.9%
HCA
2629
Heck Capital Advisors
Wisconsin
$483K
VCM
2630
Vision Capital Management
Oregon
$483K
AW
2631
Alteri Wealth
California
$483K -$8.99K -16 -2%
PB
2632
Pinnacle Bancorp
Nebraska
$482K +$14.6K +26 +3%
KW
2633
Keyvantage Wealth
Pennsylvania
$480K -$12.4K -22 -3%
IF
2634
Intrua Financial
Texas
$480K -$14.6K -26 -3%
AC
2635
ASB Consultores
Florida
$479K +$30.9K +55 +7%
HB
2636
Horizon Bancorp
Indiana
$479K -$38.2K -68 -7%
FC
2637
Financial Council
Maryland
$477K
ZIC
2638
ZWJ Investment Counsel
Georgia
$476K +$6.74K +12 +1%
HNWAG
2639
High Net Worth Advisory Group
Florida
$475K -$399K -710 -46%
TCOTS
2640
Trust Company of the South
North Carolina
$475K +$14K +25 +3%
SCA
2641
Stonebridge Capital Advisors
Minnesota
$475K -$47.2K -84 -9%
EA
2642
Echo45 Advisors
California
$472K +$8.99K +16 +2%
FFG
2643
First Financial Group
North Carolina
$470K +$118K +210 +34%
HA
2644
Hamel Associates
New Jersey
$469K
BBA
2645
Braun-Bostich & Associates
Pennsylvania
$468K -$40.5K -72 -8%
HIG
2646
Heritage Investment Group
Florida
$468K
WDC
2647
Woodward Diversified Capital
California
$468K +$1.69K +3 +0.4%
FH
2648
FWG Holdings
Florida
$466K -$6.84K -12 -1%
TWP
2649
Tempus Wealth Planning
California
$466K +$1.12K +2 +0.2%
DFA
2650
DHJJ Financial Advisors
Illinois
$465K +$82K +146 +21%