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