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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 %
PCM
2826
Prelude Capital Management
New York
$360K -$1.41M -2,509 -80%
BWA
2827
Bordeaux Wealth Advisors
California
$360K -$232K -412 -39%
AIP
2828
Almanack Investment Partners
Pennsylvania
$360K +$360K +641 New
WCP
2829
Wealthcare Capital Partners
Pennsylvania
$360K -$1.13K -2 -0.3%
AFG
2830
Allegheny Financial Group
Pennsylvania
$359K +$15.2K +27 +4%
GA
2831
GoalVest Advisory
New York
$359K +$87.1K +155 +32%
SMFG
2832
Sumitomo Mitsui Financial Group
Japan
$358K +$358K +650 New
SIC
2833
Sage Investment Counsel
Tennessee
$357K
LWP
2834
LeClair Wealth Partners
Ohio
$357K -$1.12K -2 -0.3%
MSFP
2835
Mark Sheptoff Financial Planning
Connecticut
$357K
BCP
2836
Blue Chip Partners
Michigan
$356K +$60.2K +107 +20%
CAGAS
2837
Capital Advisory Group Advisory Services
Minnesota
$356K +$6.18K +11 +2%
WIM
2838
Warwick Investment Management
Texas
$356K -$33.7K -60 -9%
TPWA
2839
Twin Peaks Wealth Advisors
California
$355K +$62K +108 +21%
WIC
2840
WealthBridge Investment Counsel
Alberta, Canada
$355K
SO
2841
Sierra Ocean
California
$355K +$16.3K +29 +5%
WAS
2842
Wealth Advisory Solutions
Indiana
$355K +$103K +184 +41%
IVP
2843
Intrinsic Value Partners
Arizona
$355K -$5.62K -10 -2%
MPIA
2844
Mountain Pacific Investment Advisers
Idaho
$354K
FFG
2845
Frisch Financial Group
New York
$354K -$3.37K -6 -0.9%
CWM
2846
Chicago Wealth Management
Illinois
$353K
HDIM
2847
Hanson & Doremus Investment Management
Vermont
$353K +$8.99K +16 +3%
FSA
2848
Franklin Street Advisors
North Carolina
$352K +$352K +627 New
WHCI
2849
W.H. Cornerstone Investments
Massachusetts
$352K -$64K -114 -15%
HPC
2850
Hobart Private Capital
North Carolina
$351K +$351K +624 New