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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 %
GKFF
2676
George Kaiser Family Foundation
Oklahoma
$446K +$143K +255 +47%
PGCM
2677
Prescott Group Capital Management
Oklahoma
$446K +$143K +255 +47%
PFA
2678
Peak Financial Advisors
Colorado
$446K +$446K +794 New
LAM
2679
Lewis Asset Management
California
$446K +$51.7K +92 +13%
UBV
2680
United Bank (Virginia)
Virginia
$446K -$3.93K -7 -0.9%
SIC
2681
Sigma Investment Counselors
Michigan
$445K +$8.99K +16 +2%
TIA
2682
Tiemann Investment Advisors
California
$445K -$14K -25 -3%
QP
2683
Quartz Partners
New York
$445K +$445K +792 New
WWP
2684
Wise Wealth Partners
Arizona
$443K +$236K +420 +114%
TTWM
2685
TCV Trust & Wealth Management
Virginia
$443K +$443K +789 New
AF
2686
Apollon Financial
South Carolina
$443K +$2.81K +5 +0.6%
CFA
2687
Capstone Financial Advisors
Illinois
$443K -$15.7K -28 -3%
CCG
2688
Catalina Capital Group
California
$442K -$125K -223 -22%
AI
2689
Atom Investors
Texas
$442K -$344K -612 -44%
MAC
2690
Mason & Associates (California)
California
$442K
CWA
2691
Centennial Wealth Advisory
Michigan
$441K +$176K +311 +66%
HG
2692
Harbor Group
New Hampshire
$439K
MSCM
2693
McElhenny Sheffield Capital Management
Texas
$439K -$21.4K -38 -5%
OWA
2694
Octavia Wealth Advisors
Ohio
$439K -$5.62K -10 -1%
SAM
2695
Secure Asset Management
Michigan
$439K -$562 -1 -0.1%
HWA
2696
HHM Wealth Advisors
Tennessee
$438K -$36K -64 -8%
SIAG
2697
Safeguard Investment Advisory Group
California
$438K -$85.9K -153 -16%
BWP
2698
Baldwin Wealth Partners
Massachusetts
$437K
PCP
2699
Panoramic Capital Partners
Oregon
$437K -$6.26K -11 -1%
GEA
2700
Glen Eagle Advisors
New Jersey
$436K +$1.69K +3 +0.4%