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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 %
EMC
2976
Everest Management Corp
California
$293K +$33.2K +59 +13%
AIA
2977
AssuredPartners Investment Advisors
Florida
$293K -$847K -1,507 -74%
WCG
2978
Weaver Consulting Group
California
$292K +$7.87K +14 +3%
LWA
2979
Lifelong Wealth Advisors
Minnesota
$292K +$15.2K +27 +5%
DPW
2980
DiNuzzo Private Wealth
Pennsylvania
$292K -$562 -1 -0.2%
HCWM
2981
Hidden Cove Wealth Management
Washington
$291K +$16.3K +29 +6%
MLA
2982
MB, Levis & Associates
Pennsylvania
$291K
MCIA
2983
Mountain Capital Investment Advisors
Colorado
$290K +$58.8K +104 +25%
1M
2984
1248 Management
Missouri
$289K
TCM
2985
Tufton Capital Management
Maryland
$289K
GAMC
2986
Garner Asset Management Corp
Texas
$289K -$14K -25 -5%
MIC
2987
Meridian Investment Counsel
California
$288K +$11.2K +20 +4%
RFA
2988
Register Financial Advisors
Georgia
$288K +$288K +512 New
MWM
2989
MGB Wealth Management
Texas
$288K
PWM
2990
Provident Wealth Management
Tennessee
$286K
VBA
2991
von Borstel & Associates
Oregon
$286K +$3.42K +6 +1%
PS
2992
Portfolio Strategies
New York
$285K
TFA
2993
Tranquilli Financial Advisor
New Jersey
$285K -$53.4K -95 -16%
WE
2994
Wealth Effects
Massachusetts
$285K
B
2995
Barings
North Carolina
$285K -$3.93K -7 -1%
HIF
2996
Hill Island Financial
Michigan
$285K +$285K +507 New
FA
2997
Fermata Advisors
California
$284K -$693K -1,233 -71%
AIA
2998
Accelerate Investment Advisors
California
$284K +$17.4K +31 +7%
CW
2999
Channel Wealth
California
$284K +$2.81K +5 +1%
MWP
3000
Madison Wealth Partners
Wisconsin
$284K -$94.4K -168 -25%