MA icon

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 %
FBB
2901
Fulton Breakefield Broenniman
Maryland
$323K +$60.7K +108 +23%
LI
2902
Lafayette Investments
Maryland
$323K
MIM
2903
Marco Investment Management
Georgia
$323K
ACM
2904
Alethea Capital Management
Washington
$323K +$323K +575 New
RRWA
2905
Rainey & Randall Wealth Advisors
Florida
$323K
APG
2906
Abacus Planning Group
South Carolina
$322K -$24.2K -43 -7%
1WM
2907
1900 Wealth Management
Texas
$322K -$10.7K -19 -3%
PWP
2908
Prasad Wealth Partners
Ohio
$322K
CL
2909
CLG LLC
California
$322K
AA
2910
AJ Advisors
Tennessee
$321K
DWM
2911
Denver Wealth Management
Colorado
$320K -$19.1K -34 -6%
GWM
2912
Gitterman Wealth Management
New Jersey
$320K -$455K -808 -59%
DIM
2913
Delta Investment Management
California
$320K -$55.7K -99 -15%
FPL
2914
Fortress Private Ledger
North Carolina
$319K +$2.25K +4 +0.7%
JFA
2915
JNBA Financial Advisors
Minnesota
$318K -$30.9K -55 -9%
HA
2916
Huntleigh Advisors
Missouri
$318K
CB
2917
Centennial Bank
Arkansas
$317K
NEWAS
2918
N.E.W. Advisory Services
Wisconsin
$316K
FMP
2919
Financial Management Professionals
Texas
$316K +$24.2K +43 +8%
TAM
2920
Titleist Asset Management
Texas
$316K +$5.06K +9 +2%
BFA
2921
Beacon Financial Advisory
Ohio
$315K +$52.3K +93 +20%
PR
2922
Payden & Rygel
California
$315K
CWM
2923
Cahaba Wealth Management
Georgia
$315K +$5.06K +9 +2%
MHIC
2924
Marble Harbor Investment Counsel
Massachusetts
$315K
Q
2925
QVR
California
$315K +$315K +560 New