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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 %
PMFA
2726
Plante Moran Financial Advisors
Michigan
$418K -$32K -57 -7%
QP
2727
Quilter Plc
United Kingdom
$418K +$14K +25 +3%
MAG
2728
Mayfair Advisory Group
Alabama
$417K +$574 +1 +0.1%
LWM
2729
Level Wealth Management
North Carolina
$416K -$10.7K -19 -3%
CGFA
2730
Colton Groome Financial Advisors
North Carolina
$416K +$416K +741 New
GA
2731
Goldstein Advisors
Wisconsin
$415K -$449K -799 -52%
RA
2732
Riverstone Advisors
Texas
$415K +$415K +738 New
CCA
2733
Covey Capital Advisors
Georgia
$413K
SAF
2734
Smith Anglin Financial
Texas
$412K -$176K -314 -30%
APW
2735
Acima Private Wealth
Virginia
$412K -$28.1K -50 -6%
BCM
2736
Bienville Capital Management
New York
$412K
FGC
2737
Financial Gravity Companies
Texas
$412K +$412K +734 New
LRIA
2738
Leonard Rickey Investment Advisors
Washington
$410K +$8.43K +15 +2%
HW
2739
HORAN Wealth
Ohio
$410K +$410K +729 New
MWC
2740
MBM Wealth Consultants
Missouri
$409K
KF
2741
KKM Financial
Illinois
$408K
LA
2742
Lakeside Advisors
Washington
$407K
EWM
2743
Elevatus Welath Management
New York
$407K +$7.31K +13 +2%
VNA
2744
Valley National Advisers
Pennsylvania
$406K +$53.3K +95 +15%
W
2745
Wealthquest
Ohio
$405K +$37.7K +67 +10%
GA
2746
GSG Advisors
New Jersey
$405K +$19.1K +34 +5%
TA
2747
Tactive Advisors
Florida
$405K +$405K +720 New
M1FG
2748
Mach-1 Financial Group
Arkansas
$404K +$404K +719 New
XWM
2749
Xcel Wealth Management
Florida
$404K +$3.93K +7 +1%
GSWM
2750
Golden State Wealth Management
California
$404K -$247K -439 -38%