MA icon

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 %
MMHP
3126
Murphy Middleton Hinkle & Parker
Georgia
$235K
ME
3127
McIlrath & Eck
Washington
$234K
AFP
3128
Alpha Financial Partners
Kentucky
$234K +$6.75K +12 +3%
CHA
3129
Cooper/Haims Advisors
New York
$234K -$2.81K -5 -1%
FSA
3130
Financial Security Advisor
Virginia
$234K +$561 +1 +0.2%
CWM
3131
Cabot Wealth Management
Massachusetts
$233K
TNB
3132
Thomasville National Bank
Georgia
$233K +$233K +415 New
MWA
3133
Monograph Wealth Advisors
California
$233K +$6.18K +11 +3%
PA
3134
Planning Alternatives
Michigan
$233K +$233K +414 New
PS
3135
Planned Solutions
California
$233K
ECM
3136
Exchange Capital Management
Michigan
$232K -$5.06K -9 -2%
MCP
3137
Mirador Capital Partners
California
$232K
DJYG
3138
David J. Yvars Group
Florida
$232K +$232K +412 New
GWP
3139
Gateway Wealth Partners
Wisconsin
$232K +$232K +412 New
AIMA
3140
Ables Iannone Moore & Associates
Georgia
$232K
PFM
3141
Patton Fund Management
Texas
$232K +$232K +412 New
MAG
3142
M3 Advisory Group
Massachusetts
$231K -$20.8K -37 -8%
GWM
3143
Greenwich Wealth Management
Connecticut
$231K -$8.43K -15 -4%
IHWM
3144
Iron Horse Wealth Management
Iowa
$230K -$4.49K -8 -2%
CIA
3145
Cladis Investment Advisory
Montana
$229K -$5.63K -10 -2%
NWM
3146
Nova Wealth Management
Florida
$229K -$58.5K -104 -20%
ORC
3147
O'Rourke & Company
Massachusetts
$228K +$3.93K +7 +2%
LSA
3148
Lansing Street Advisors
Pennsylvania
$228K +$228K +406 New
AWM
3149
Accredited Wealth Management
Kentucky
$228K -$1.13K -2 -0.5%
O3W
3150
Omni 360 Wealth
New Jersey
$228K +$6.75K +12 +3%