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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 %
BFS
3126
BridgePort Financial Solutions
Iowa
$235K +$235K +418 New
MMHP
3127
Murphy Middleton Hinkle & Parker
Georgia
$235K
ME
3128
McIlrath & Eck
Washington
$234K
AFP
3129
Alpha Financial Partners
Kentucky
$234K +$6.75K +12 +3%
CHA
3130
Cooper/Haims Advisors
New York
$234K -$2.81K -5 -1%
FSA
3131
Financial Security Advisor
Virginia
$234K +$561 +1 +0.2%
CWM
3132
Cabot Wealth Management
Massachusetts
$233K
TNB
3133
Thomasville National Bank
Georgia
$233K +$233K +415 New
MWA
3134
Monograph Wealth Advisors
California
$233K +$6.18K +11 +3%
PA
3135
Planning Alternatives
Michigan
$233K +$233K +414 New
PS
3136
Planned Solutions
California
$233K
ECM
3137
Exchange Capital Management
Michigan
$232K -$5.06K -9 -2%
MCP
3138
Mirador Capital Partners
California
$232K
DJYG
3139
David J. Yvars Group
Florida
$232K +$232K +412 New
GWP
3140
Gateway Wealth Partners
Wisconsin
$232K +$232K +412 New
AIMA
3141
Ables Iannone Moore & Associates
Georgia
$232K
PFM
3142
Patton Fund Management
Texas
$232K +$232K +412 New
MAG
3143
M3 Advisory Group
Massachusetts
$231K -$20.8K -37 -8%
GWM
3144
Greenwich Wealth Management
Connecticut
$231K -$8.43K -15 -4%
IHWM
3145
Iron Horse Wealth Management
Iowa
$230K -$4.49K -8 -2%
CIA
3146
Cladis Investment Advisory
Montana
$229K -$5.63K -10 -2%
NWM
3147
Nova Wealth Management
Florida
$229K -$58.5K -104 -20%
ORC
3148
O'Rourke & Company
Massachusetts
$228K +$3.93K +7 +2%
LSA
3149
Lansing Street Advisors
Pennsylvania
$228K +$228K +406 New
AWM
3150
Accredited Wealth Management
Kentucky
$228K -$1.13K -2 -0.5%