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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 %
AFG
3051
Albion Financial Group
Utah
$269K
CA
3052
Calton & Associates
Florida
$268K -$102K -182 -28%
MSR
3053
Main Street Research
Connecticut
$268K -$114K -203 -30%
RPCA
3054
Running Point Capital Advisors
California
$267K -$562 -1 -0.2%
NCFG
3055
New Century Financial Group
New Jersey
$266K -$248K -442 -48%
AA
3056
Alesco Advisors
New York
$266K +$29.8K +53 +13%
BPW
3057
BLVD Private Wealth
Kentucky
$266K +$266K +473 New
FEG
3058
Financial Enhancement Group
Indiana
$266K +$3.85K +7 +1%
PWP
3059
Precedent Wealth Partners
Texas
$266K -$29.8K -53 -10%
MSWM
3060
McGlone Suttner Wealth Management
Wisconsin
$266K +$10.1K +18 +4%
VW
3061
Vance Wealth
California
$265K +$41K +73 +18%
FS
3062
Financial Symmetry
North Carolina
$264K -$14.6K -26 -5%
TBWA
3063
Three Bridge Wealth Advisors
California
$264K +$264K +469 New
RWA
3064
Rooted Wealth Advisors
Illinois
$263K
CFC
3065
Coyle Financial Counsel
Illinois
$262K -$7.87K -14 -3%
DDPIC
3066
Deroy & Devereaux Private Investment Counsel
Michigan
$262K +$8.98K +16 +4%
DCA
3067
DSG Capital Advisors
Minnesota
$262K -$4.9M -8,718 -95%
MWM
3068
Mattern Wealth Management
Kansas
$261K
LIA
3069
LifePlan Investment Advisors
North Carolina
$261K -$1.12K -2 -0.4%
VBWMG
3070
Von Berge Wealth Management Group
California
$261K +$559 +1 +0.2%
CPSC
3071
Carl P. Sherr & Co
Massachusetts
$260K
CISOA
3072
Capital Investment Services of America
Wisconsin
$260K
PWM
3073
Puff Wealth Management
New Jersey
$259K +$258K +258,289 +61,206%
CWM
3074
Castle Wealth Management
Florida
$258K -$2.25K -4 -0.9%
BSC
3075
Brown Shipley & Co
United Kingdom
$258K -$49.5K -88 -16%