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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 %
PJWM
2776
Philip James Wealth Mangement
Georgia
$385K +$12.4K +22 +3%
PFW
2777
Petros Family Wealth
Minnesota
$385K +$37.1K +66 +11%
OPPS
2778
Obsidian Personal Planning Solutions
Maryland
$384K +$112K +200 +41%
PEA
2779
Park Edge Advisors
Ohio
$382K +$42.1K +75 +12%
GGI
2780
GPM Growth Investors
Michigan
$382K +$49.5K +88 +15%
CDIEC
2781
Crédit Industriel et Commercial
France
$382K +$382K +679 New
AWP
2782
Atlas Wealth Partners
Pennsylvania
$380K
WWC
2783
Waypoint Wealth Counsel
Georgia
$379K +$76.4K +136 +25%
KWM
2784
Kaydan Wealth Management
Michigan
$379K -$12.4K -22 -3%
LGW
2785
Leslie Global Wealth
Illinois
$378K +$12.4K +22 +3%
LWM
2786
LeConte Wealth Management
Tennessee
$378K +$378K +672 New
EA
2787
Emerald Advisors
Washington
$377K -$19.7K -35 -5%
SFG
2788
SNS Financial Group
Minnesota
$377K +$2.81K +5 +0.8%
MWP
2789
Meridian Wealth Partners
Pennsylvania
$376K +$10.7K +19 +3%
GWMIA
2790
Global Wealth Management Investment Advisory
Florida
$375K +$118K +210 +46%
CRI
2791
Colonial River Investments
Virginia
$375K -$564 -1 -0.2%
LRIC
2792
Long Road Investment Counsel
Michigan
$374K
JTWM
2793
Jackson Thornton Wealth Management
Alabama
$373K +$22.5K +40 +6%
AP
2794
Advisors Preferred
Maryland
$373K -$349K -619 -48%
FAT
2795
First American Trust
California
$373K +$83.7K +149 +29%
CRWM
2796
Castle Rock Wealth Management
California
$373K -$1.8M -3,235 -83%
CSC
2797
Caldwell Sutter Capital
California
$373K -$42.1K -75 -10%
WOSD
2798
WFA of San Diego
California
$372K +$372K +662 New
CA
2799
CSM Advisors
Pennsylvania
$372K +$8.44K +15 +2%
PFM
2800
Potomac Fund Management
Florida
$372K +$7.23K +13 +2%