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Mastercard

3,467 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, 1,412 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,467
Holders Change
+30
Holders Change %
+0.87%
% of All Funds
46.47%
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
1,412
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 %
BSTWA
3076
Blake Schutter Theil Wealth Advisors
Ohio
$258K
WCP
3077
Wick Capital Partners
Pennsylvania
$258K
PPW
3078
Pasadena Private Wealth
California
$257K
KCP
3079
Kera Capital Partners
California
$257K +$4.5K +8 +2%
IDBONY
3080
Israel Discount Bank of New York
New York
$257K -$41.6K -74 -14%
RFG
3081
REAP Financial Group
Texas
$257K -$21.4K -38 -8%
PPC
3082
Pennington Partners & Co
Maryland
$256K -$36K -64 -12%
TWM
3083
Tanager Wealth Management
United Kingdom
$256K -$29.2K -52 -10%
TCG
3084
Transcendent Capital Group
Oklahoma
$256K
4WM
3085
49 Wealth Management
Texas
$255K +$3.94K +7 +2%
SC
3086
Seldon Capital
California
$255K
BFA
3087
Bill Few Associates
Pennsylvania
$255K
WPA
3088
West Paces Advisors
Georgia
$255K +$8.43K +15 +3%
PCFFS
3089
Pacific Center for Financial Services
California
$255K
RCM
3090
RNC Capital Management
California
$254K +$15.7K +28 +7%
BCMLT
3091
Beacon Capital Management LLC (Tennessee)
Tennessee
$254K -$25.3K -45 -9%
LWM
3092
LongView Wealth Management
Georgia
$254K
VFM
3093
Vision Financial Markets
Connecticut
$253K +$561 +1 +0.2%
SIC
3094
Samalin Investment Counsel
New York
$253K -$7.32K -13 -3%
RGC
3095
Roberts, Glore & Co
Illinois
$253K -$18.5K -33 -7%
BC
3096
Brio Consultants
California
$253K +$14K +25 +6%
PFS
3097
Prospect Financial Services
New York
$252K -$68.6K -122 -21%
AWA
3098
Artemis Wealth Advisors
New York
$250K +$250K +444 New
CC
3099
Cypress Capital
Tennessee
$249K +$249K +443 New
DWM
3100
Daner Wealth Management
Georgia
$248K +$248K +432 New