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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 %
EA
3151
Ellsworth Advisors
Ohio
$227K +$3.38K +6 +2%
LFS
3152
Lutz Financial Services
Nebraska
$227K +$3.93K +7 +2%
GRA
3153
Golden Road Advisors
Florida
$227K +$11.2K +20 +5%
AWP
3154
Avid Wealth Partners
Texas
$227K +$227K +404 New
CCG
3155
Coastwise Capital Group
California
$227K -$89.9K -160 -28%
T
3156
Tidemark
California
$227K +$116K +207 +106%
KL
3157
KWMG LLC
Kansas
$227K -$10.1K -18 -4%
EARNEST Partners
3158
EARNEST Partners
Georgia
$226K
FPGK
3159
Financial Partners Group (Kansas)
Kansas
$226K +$561 +1 +0.2%
SFMG
3160
Sage Financial Management Group
Virginia
$226K
WC
3161
Whitney & Co
New York
$226K
NFG
3162
Nations Financial Group
Iowa
$225K -$1.48M -2,627 -87%
CWM
3163
Consultiva Wealth Management
Puerto Rico
$225K
FWIA
3164
Fort Washington Investment Advisors
Ohio
$225K
BWCS
3165
Beirne Wealth Consulting Services
Connecticut
$225K
TT
3166
TI-Trust
Illinois
$225K
OW
3167
Olistico Wealth
Oklahoma
$225K
PH
3168
Pinnacle Holdings
Oklahoma
$225K +$225K +400 New
VC
3169
Vestor Capital
Illinois
$224K +$176K +643 +363%
SW
3170
Schulz Wealth
Texas
$224K +$1.69K +3 +0.8%
TWM
3171
Topsail Wealth Management
North Carolina
$223K -$58.4K -104 -21%
TAM
3172
TCP Asset Management
Ohio
$223K +$1.69K +3 +0.8%
IPW
3173
Intergy Private Wealth
Colorado
$223K +$223K +397 New
QIM
3174
Quantitative Investment Management
Virginia
$223K -$1.3M -2,325 -85%
SA
3175
Skyline Advisors
Washington
$223K -$4.49K -8 -2%