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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 %
GAG
2701
Goodman Advisory Group
Massachusetts
$434K
JWA
2702
JFS Wealth Advisors
Pennsylvania
$434K -$1.12K -2 -0.3%
CWM
2703
Cherrydale Wealth Management
New Jersey
$432K +$5.62K +10 +1%
BFS
2704
Burr Financial Services
California
$432K -$45K -80 -9%
DWM
2705
Darwin Wealth Management
Florida
$431K +$114K +203 +36%
CW
2706
Code Waechter
Florida
$431K +$2.25K +4 +0.5%
ICMM
2707
Integrated Capital Management (Michigan)
Michigan
$431K -$2.77K -5 -0.6%
TPWA
2708
TRUE Private Wealth Advisors
Oregon
$430K +$46.6K +83 +12%
AWP
2709
Abacus Wealth Partners
California
$428K +$166K +296 +64%
4A
2710
4Wealth Advisors
Illinois
$426K -$7.3K -13 -2%
MWP
2711
Meriwether Wealth & Planning
Louisiana
$425K -$62.4K -111 -13%
GAM
2712
Gemmer Asset Management
California
$425K
ECM
2713
Elgethun Capital Management
South Dakota
$425K
AFM
2714
Armstrong Fleming & Moore
District of Columbia
$424K +$424K +755 New
SWM
2715
Sagace Wealth Management
Florida
$424K -$12.9K -23 -3%
DWM
2716
DecisionMap Wealth Management
Virginia
$424K -$6.74K -12 -2%
VAM
2717
Verity Asset Management
North Carolina
$423K +$7.87K +14 +2%
EMAM
2718
Encompass More Asset Management
California
$422K -$8.43K -15 -2%
VFG
2719
Victory Financial Group
Texas
$421K -$32K -57 -7%
WPC
2720
Waters Parkerson & Co
Louisiana
$421K
MIM
2721
Merrion Investment Management
New Jersey
$421K
LWM
2722
Lodestone Wealth Management
Washington
$420K -$33.7K -60 -7%
WH
2723
Willner & Heller
California
$420K -$45K -80 -10%
CFSG
2724
Community Financial Services Group
Vermont
$419K -$33.7K -60 -7%
UWPG
2725
Ullmann Wealth Partners Group
Florida
$418K +$3.93K +7 +0.9%