MA icon

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 %
O3W
3151
Omni 360 Wealth
New Jersey
$228K +$6.75K +12 +3%
EA
3152
Ellsworth Advisors
Ohio
$227K +$3.38K +6 +2%
LFS
3153
Lutz Financial Services
Nebraska
$227K +$3.93K +7 +2%
GRA
3154
Golden Road Advisors
Florida
$227K +$11.2K +20 +5%
AWP
3155
Avid Wealth Partners
Texas
$227K +$227K +404 New
CCG
3156
Coastwise Capital Group
California
$227K -$89.9K -160 -28%
T
3157
Tidemark
California
$227K +$116K +207 +106%
KL
3158
KWMG LLC
Kansas
$227K -$10.1K -18 -4%
EARNEST Partners
3159
EARNEST Partners
Georgia
$226K
FPGK
3160
Financial Partners Group (Kansas)
Kansas
$226K +$561 +1 +0.2%
SFMG
3161
Sage Financial Management Group
Virginia
$226K
WC
3162
Whitney & Co
New York
$226K
NFG
3163
Nations Financial Group
Iowa
$225K -$1.48M -2,627 -87%
CWM
3164
Consultiva Wealth Management
Puerto Rico
$225K
FWIA
3165
Fort Washington Investment Advisors
Ohio
$225K
BWCS
3166
Beirne Wealth Consulting Services
Connecticut
$225K
TT
3167
TI-Trust
Illinois
$225K
OW
3168
Olistico Wealth
Oklahoma
$225K
PH
3169
Pinnacle Holdings
Oklahoma
$225K +$225K +400 New
VC
3170
Vestor Capital
Illinois
$224K +$176K +643 +363%
SW
3171
Schulz Wealth
Texas
$224K +$1.69K +3 +0.8%
TWM
3172
Topsail Wealth Management
North Carolina
$223K -$58.4K -104 -21%
TAM
3173
TCP Asset Management
Ohio
$223K +$1.69K +3 +0.8%
IPW
3174
Intergy Private Wealth
Colorado
$223K +$223K +397 New
QIM
3175
Quantitative Investment Management
Virginia
$223K -$1.3M -2,325 -85%