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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 %
ZI
3101
ZEGA Investments
Florida
$247K
OCG
3102
Opus Capital Group
Ohio
$247K
VCWM
3103
Vista Cima Wealth Management
Arizona
$246K -$2.25K -4 -0.9%
FDS
3104
Freedom Day Solutions
Texas
$245K -$23.6K -42 -9%
LWM
3105
LJI Wealth Management
Indiana
$244K -$33.7K -60 -12%
SWM
3106
Sterling Wealth Management
Illinois
$244K +$244K +435 New
TI
3107
Truepoint Inc
Ohio
$243K -$4.5K -8 -2%
SIAP
3108
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$242K +$242K +431 New
IPW
3109
Impact Partnership Wealth
Georgia
$242K -$16.9K -30 -7%
MMA
3110
Mizuho Markets Americas
New York
$242K +$242K +430 New
I
3111
IMPACTfolio
Colorado
$241K
WCM
3112
Warburton Capital Management
Oklahoma
$241K +$30.9K +55 +15%
BIM
3113
Bullseye Investment Management
Ohio
$241K
ICM
3114
Intrepid Capital Management
Florida
$241K
VHAM
3115
Van Hulzen Asset Management
California
$240K +$19.1K +34 +9%
KWA
3116
Kondo Wealth Advisors
California
$239K +$1.13K +2 +0.5%
FF
3117
Fluent Financial
Texas
$239K -$5.06K -9 -2%
HCM
3118
Heathbridge Capital Management
Ontario, Canada
$239K
CWM
3119
CCG Wealth Management
California
$239K +$4.5K +8 +2%
BWA
3120
Brave Warrior Advisors
New York
$237K
FFA
3121
Founders Financial Alliance
North Carolina
$237K -$158K -281 -40%
ACM
3122
Absolute Capital Management
Pennsylvania
$235K +$235K +418 New
JBA
3123
Johnson Bixby & Associates
Washington
$235K
IW
3124
Instrumental Wealth
Florida
$235K +$550 +1 +0.2%
BFS
3125
BridgePort Financial Solutions
Iowa
$235K +$235K +418 New