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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 %
DWM
3101
Daner Wealth Management
Georgia
$248K +$248K +432 New
ZI
3102
ZEGA Investments
Florida
$247K
OCG
3103
Opus Capital Group
Ohio
$247K
VCWM
3104
Vista Cima Wealth Management
Arizona
$246K -$2.25K -4 -0.9%
FDS
3105
Freedom Day Solutions
Texas
$245K -$23.6K -42 -9%
LWM
3106
LJI Wealth Management
Indiana
$244K -$33.7K -60 -12%
SWM
3107
Sterling Wealth Management
Illinois
$244K +$244K +435 New
TI
3108
Truepoint Inc
Ohio
$243K -$4.5K -8 -2%
SIAP
3109
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$242K +$242K +431 New
IPW
3110
Impact Partnership Wealth
Georgia
$242K -$16.9K -30 -7%
MMA
3111
Mizuho Markets Americas
New York
$242K +$242K +430 New
I
3112
IMPACTfolio
Colorado
$241K
WCM
3113
Warburton Capital Management
Oklahoma
$241K +$30.9K +55 +15%
BIM
3114
Bullseye Investment Management
Ohio
$241K
ICM
3115
Intrepid Capital Management
Florida
$241K
VHAM
3116
Van Hulzen Asset Management
California
$240K +$19.1K +34 +9%
KWA
3117
Kondo Wealth Advisors
California
$239K +$1.13K +2 +0.5%
FF
3118
Fluent Financial
Texas
$239K -$5.06K -9 -2%
HCM
3119
Heathbridge Capital Management
Ontario, Canada
$239K
CWM
3120
CCG Wealth Management
California
$239K +$4.5K +8 +2%
BWA
3121
Brave Warrior Advisors
New York
$237K
FFA
3122
Founders Financial Alliance
North Carolina
$237K -$158K -281 -40%
ACM
3123
Absolute Capital Management
Pennsylvania
$235K +$235K +418 New
JBA
3124
Johnson Bixby & Associates
Washington
$235K
IW
3125
Instrumental Wealth
Florida
$235K +$550 +1 +0.2%