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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 %
GC
3001
GFG Capital
Florida
$283K -$332K -591 -54%
IWP
3002
Innova Wealth Partners
Pennsylvania
$282K +$33.7K +60 +14%
LWMNY
3003
Landmark Wealth Management (New York)
New York
$282K
KSWA
3004
Kathleen S. Wright Associates
Pennsylvania
$282K
DAS
3005
DMKC Advisory Services
Iowa
$282K +$282K +507 New
SWM
3006
Shakespeare Wealth Management
Wisconsin
$282K
DAM
3007
Doheny Asset Management
California
$281K
MCI
3008
MRP Capital Investments
Georgia
$281K
LAM
3009
Lountzis Asset Management
Pennsylvania
$281K
CAS
3010
CTC Alternative Strategies
Illinois
$281K +$281K +500 New
PCWA
3011
Pacific Capital Wealth Advisors
California
$280K -$24.9K -44 -8%
GC
3012
Gibson Capital
Pennsylvania
$280K -$65.7K -117 -19%
LIA
3013
LS Investment Advisors
Michigan
$280K
PWM
3014
Partners Wealth Management
California
$280K
VAMG
3015
Voisard Asset Management Group
Michigan
$279K +$16.9K +30 +6%
AFAS
3016
Acorn Financial Advisory Services
Virginia
$279K -$38.8K -69 -12%
CCA
3017
Carrera Capital Advisors
Michigan
$278K -$28.7K -51 -9%
EM
3018
ELCO Management
New York
$278K
NC
3019
NewSquare Capital
Pennsylvania
$278K +$95.4K +170 +52%
CNBTD
3020
Citizens National Bank Trust Department
Mississippi
$278K
CICI
3021
Capital Investment Counsel Inc
North Carolina
$278K
PGWM
3022
Pitti Group Wealth Management
New York
$276K
BZWA
3023
Blue Zone Wealth Advisors
California
$276K +$3.93K +7 +1%
TBNY
3024
Trustco Bank (New York)
New York
$275K
PFG
3025
Prospect Financial Group
Virginia
$275K +$7.31K +13 +3%