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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 %
AWM
2851
Alterna Wealth Management
Texas
$351K -$496K -883 -59%
IEFM
2852
IQ EQ Fund Management
Ireland
$351K
KFA
2853
Kapstone Financial Advisors
Ohio
$350K +$9.55K +17 +3%
VWM
2854
Vigilare Wealth Management
Arizona
$348K
SLT
2855
St Louis Trust
Missouri
$348K
BL
2856
Balentine LLC
Georgia
$347K +$347K +618 New
MTC
2857
Matrix Trust Company
Colorado
$347K +$116K +207 +50%
SIM
2858
SSI Investment Management
California
$347K -$214K -381 -38%
CTA
2859
Colonial Trust Advisors
South Carolina
$346K -$32.6K -58 -9%
ACA
2860
American Capital Advisory
Idaho
$346K +$2.81K +5 +0.8%
ACC
2861
Acorn Creek Capital
Colorado
$345K -$4.5K -8 -1%
FFS
2862
Founders Financial Securities
Maryland
$345K -$562 -1 -0.2%
GIP
2863
Greatmark Investment Partners
Georgia
$345K
KCPG
2864
Kavar Capital Partners Group
Kansas
$344K
Members Trust
2865
Members Trust
Florida
$344K +$344K +613 New
FTA
2866
Financial & Tax Architects
Missouri
$344K +$98.9K +176 +40%
IIA
2867
Integral Investment Advisors
California
$344K
GCA
2868
Genesee Capital Advisors
New York
$343K
MEG
2869
Millstone Evans Group
Colorado
$343K +$20.8K +37 +6%
GCM
2870
Genus Capital Management
British Columbia, Canada
$343K +$25.3K +45 +8%
IAG
2871
Investment Advisory Group
Massachusetts
$342K -$56.7K -101 -14%
EPA
2872
Element Pointe Advisors
Florida
$342K
CCA
2873
Cadent Capital Advisors
Oklahoma
$340K +$134K +238 +65%
EGWAG
2874
Elwood & Goetz Wealth Advisory Group
Georgia
$340K +$50K +89 +17%
YWM
2875
Yoder Wealth Management
California
$339K +$32K +57 +10%