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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 %
DFP
3176
Defined Financial Planning
California
$222K +$222K +404 New
TC
3177
Trust Company
Kansas
$221K -$408K -726 -65%
PMG
3178
Private Management Group
California
$221K +$221K +394 New
AWC
3179
Abundance Wealth Counselors
Pennsylvania
$221K +$6.31K +13 +3%
RSWA
3180
Robinson Smith Wealth Advisors
Maine
$221K -$7.87K -14 -3%
HCM
3181
Hutchinson Capital Management
California
$221K +$562 +1 +0.3%
OAS
3182
Optivise Advisory Services
Tennessee
$220K -$5.62K -10 -2%
HFS
3183
Hopwood Financial Services
Virginia
$220K
PAM
3184
PCG Asset Management
New Jersey
$220K -$16.3K -29 -7%
HIS
3185
Horizon Investment Services
Indiana
$219K -$16.9K -30 -7%
KFSC
3186
Keystone Financial Services (Colorado)
Colorado
$219K -$6.74K -12 -3%
TCM
3187
Tandem Capital Management
New Jersey
$219K
YCG
3188
Yeomans Consulting Group
Georgia
$219K -$17.5K -31 -7%
GSWM
3189
Greenup Street Wealth Management
Michigan
$217K +$217K +386 New
SFWC
3190
Strategic Family Wealth Counselors
New Jersey
$216K
OWA
3191
Opal Wealth Advisors
New York
$216K +$47.8K +85 +28%
ACM
3192
Argyle Capital Management
Pennsylvania
$215K
HCM
3193
Hall Capital Management
Rhode Island
$215K
STB
3194
S&T Bank
Pennsylvania
$215K +$3.37K +6 +2%
WFAG
3195
Worth Financial Advisory Group
North Carolina
$215K +$215K +382 New
HA
3196
Helium Advisors
Washington
$214K -$28.1K -50 -12%
CASB
3197
Cape Ann Savings Bank
Massachusetts
$214K -$42.1K -75 -16%
BHBT
3198
Burke & Herbert Bank & Trust
Virginia
$214K
MPCA
3199
Madison Park Capital Advisors
Washington
$214K +$214K +381 New
CAM
3200
Columbia Asset Management
Michigan
$214K