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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 %
HFP
2926
Holistic Financial Partners
Indiana
$314K +$14K +25 +5%
1W
2927
1776 Wealth
Georgia
$314K +$19.7K +35 +7%
BDFN
2928
Bond & Devick Financial Network
Minnesota
$314K
BIA
2929
Bell Investment Advisors
California
$314K +$62.9K +112 +25%
CF
2930
Claris Financial
Virginia
$312K -$103K -184 -25%
AFS
2931
Anderson Financial Strategies
Ohio
$312K
WPW
2932
Watershed Private Wealth
Illinois
$312K -$19.1K -34 -6%
BC
2933
Barrett & Company
Rhode Island
$312K +$561 +1 +0.2%
RIS
2934
Richmond Investment Services
Wisconsin
$312K +$312K +554 New
WF
2935
Wayfinding Financial
Washington
$311K +$3.42K +6 +1%
ST
2936
Sentinel Trust
Texas
$310K -$51.8K -92 -14%
HWMO
2937
Heritage Wealth Management (Ohio)
Ohio
$310K
PGA
2938
Portland Global Advisors
Maine
$310K +$310K +551 New
FAP
2939
Financial Advisory Partners
Florida
$309K
PVM
2940
Palogic Value Management
Texas
$309K +$18K +32 +6%
YP
2941
YANKCOM Partnership
South Dakota
$309K
SSG
2942
Summit Securities Group
New York
$307K +$307K +546 New
LB
2943
Legacy Bridge
Iowa
$306K
BFWA
2944
Benchmark Financial Wealth Advisors
Florida
$306K +$27.5K +49 +10%
PPC
2945
Park Place Capital
Alabama
$306K -$579K -1,026 -65%
KPPF
2946
Klein Pavlis & Peasley Financial
California
$306K
EPW
2947
Endeavor Private Wealth
Kansas
$305K -$20.3K -36 -6%
MHC
2948
Meyer Handelman Company
New York
$305K
VI
2949
VanderPol Investments
Michigan
$305K -$12.4K -22 -4%
AWA
2950
Alta Wealth Advisors
Massachusetts
$303K