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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 %
BFIC
3026
Bedell Frazier Investment Counselling
California
$275K +$14K +25 +5%
RW
3027
Regimen Wealth
Georgia
$275K +$562 +1 +0.2%
PSCM
3028
Per Stirling Capital Management
Texas
$275K
NAMP
3029
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K
OA
3030
Operose Advisors
Wisconsin
$275K
WAM
3031
Wallington Asset Management
Indiana
$275K +$11.2K +20 +4%
RFW
3032
Rainier Family Wealth
Washington
$275K +$34.8K +62 +15%
HPIA
3033
Hamilton Point Investment Advisors
North Carolina
$274K -$2.81K -5 -1%
BIG
3034
Builder Investment Group
Georgia
$273K -$5.62K -10 -2%
GSIS
3035
Global Strategic Investment Solutions
Arizona
$273K +$562 +1 +0.2%
KAS
3036
KPP Advisory Services
Kentucky
$273K +$16.9K +30 +7%
GF
3037
GGM Financials
Ohio
$272K
RC
3038
Rovin Capital
Arizona
$272K +$4.5K +8 +2%
SSW
3039
Smith Shellnut Wilson
Mississippi
$272K -$4.5K -8 -2%
PP
3040
Postrock Partners
Oregon
$272K
AR
3041
Apeiron RIA
Texas
$272K -$13.5K -24 -5%
HWA
3042
Heartwood Wealth Advisors
Virginia
$271K -$7.31K -13 -3%
PWM
3043
Power Wealth Management
Georgia
$271K +$271K +483 New
LFS
3044
Legacy Financial Strategies
Kansas
$271K +$1.12K +2 +0.4%
MPM
3045
MBB Public Markets
Illinois
$270K -$61.3K -109 -18%
PFA
3046
Pathway Financial Advisers
Indiana
$270K
FZCM
3047
Flynn Zito Capital Management
New York
$270K
BA
3048
BIP Alliance
Georgia
$270K +$2.81K +5 +1%
BONH
3049
Bank of New Hampshire
New Hampshire
$270K +$11.2K +20 +4%
GCM
3050
Gladius Capital Management
Illinois
$269K -$1.78M -3,173 -87%