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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 %
KBFS
2801
Kohmann Bosshard Financial Services
Ohio
$371K
ODA
2802
One Degree Advisors
California
$371K -$7.86K -14 -2%
AWM
2803
Accel Wealth Management
Iowa
$371K -$6.18K -11 -2%
FDDB
2804
Fidelity D&D Bancorp
Pennsylvania
$370K
APM
2805
Advanced Portfolio Management
New York
$370K
CSWG
2806
Cardinal Strategic Wealth Guidance
Kentucky
$370K -$8.43K -15 -2%
TBC
2807
Ted Buchan & Co
California
$370K
IWN
2808
Independent Wealth Network
Iowa
$370K +$16.9K +30 +5%
CSB
2809
City State Bank
Iowa
$369K
RA
2810
Riversedge Advisors
Delaware
$369K -$12.4K -22 -3%
ACA
2811
Ascension Capital Advisors
Texas
$368K
BFAG
2812
Blackston Financial Advisory Group
Florida
$367K +$7.87K +14 +2%
HA
2813
Hofer & Associates
California
$366K -$1.69K -3 -0.5%
SPI
2814
Sutton Place Investors
New York
$365K +$8.99K +16 +3%
CFD
2815
Creative Financial Designs
Indiana
$365K +$4.5K +8 +1%
CNTOF
2816
Canandaigua National Trust of Florida
New York
$365K -$24.7K -44 -6%
PAG
2817
Powers Advisory Group
Illinois
$364K +$5.62K +10 +2%
ONSWM
2818
Old North State Wealth Management
North Carolina
$364K +$8.47K +15 +2%
AFA
2819
Allium Financial Advisors
Oregon
$362K
NDBT
2820
North Dallas Bank & Trust
Texas
$361K +$361K +643 New
WB
2821
West Bancorporation
Iowa
$361K -$5.06K -9 -1%
HPBT
2822
Hickory Point Bank & Trust
Illinois
$361K -$2.81K -5 -0.8%
PM
2823
Pembroke Management
Quebec, Canada
$361K +$361K +642 New
EWM
2824
Endowment Wealth Management
Wisconsin
$361K -$27K -48 -7%
FNWA
2825
Financial Network Wealth Advisors
Utah
$360K +$7.31K +13 +2%