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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 %
BMWS
2651
Brady Martz Wealth Solutions
North Dakota
$463K -$4.5K -8 -1%
CIG
2652
Cascade Investment Group
Colorado
$462K
DWMS
2653
Dominguez Wealth Management Solutions
Virginia
$462K +$562 +1 +0.1%
RPGK
2654
Retirement Planning Group (Kansas)
Kansas
$462K +$95K +169 +26%
PWS
2655
Precision Wealth Strategies
Missouri
$461K +$461K +820 New
MM
2656
MQS Management
New York
$460K -$143K -254 -24%
AT
2657
Arlington Trust
Alabama
$460K -$14K -25 -3%
WA
2658
Wealthstream Advisors
New York
$459K +$104K +185 +29%
CB
2659
CNB Bank
Pennsylvania
$456K -$135K -240 -23%
FFC
2660
First Financial Corp
Indiana
$456K
MCCP
2661
Mission Creek Capital Partners
California
$455K -$326K -580 -42%
IA
2662
Insight Advisors
Pennsylvania
$455K
AI
2663
AdvisorShares Investments
Maryland
$455K -$91K -162 -17%
FB
2664
First Bancorp
Maine
$455K +$43.3K +77 +11%
FFA
2665
Fi3 Financial Advisors
Indiana
$454K +$14.1K +25 +3%
CWG
2666
Crown Wealth Group
North Carolina
$452K -$14K -25 -3%
LGG
2667
Luts & Greenleigh Group
Maryland
$452K -$3.37K -6 -0.7%
FWI
2668
Facet Wealth Inc
Maryland
$452K +$167K +295 +59%
MCM
2669
M1 Capital Management
Michigan
$451K +$15.2K +27 +3%
TPM
2670
Triasima Portfolio Management
Quebec, Canada
$451K -$562 -1 -0.1%
OFS
2671
Oldfather Financial Services
Nebraska
$451K -$11.2K -20 -2%
MCM
2672
Morton Capital Management
California
$451K -$10.1K -18 -2%
OWM
2673
Orgel Wealth Management
Wisconsin
$450K
NRWA
2674
North Ridge Wealth Advisors
Oregon
$450K
GFPC
2675
Global Financial Private Client
Florida
$448K +$6.18K +11 +1%