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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 %
SA
3176
Skyline Advisors
Washington
$223K -$4.49K -8 -2%
DFP
3177
Defined Financial Planning
California
$222K +$222K +404 New
TC
3178
Trust Company
Kansas
$221K -$408K -726 -65%
PMG
3179
Private Management Group
California
$221K +$221K +394 New
AWC
3180
Abundance Wealth Counselors
Pennsylvania
$221K +$6.31K +13 +3%
RSWA
3181
Robinson Smith Wealth Advisors
Maine
$221K -$7.87K -14 -3%
HCM
3182
Hutchinson Capital Management
California
$221K +$562 +1 +0.3%
OAS
3183
Optivise Advisory Services
Tennessee
$220K -$5.62K -10 -2%
HFS
3184
Hopwood Financial Services
Virginia
$220K
PAM
3185
PCG Asset Management
New Jersey
$220K -$16.3K -29 -7%
HIS
3186
Horizon Investment Services
Indiana
$219K -$16.9K -30 -7%
KFSC
3187
Keystone Financial Services (Colorado)
Colorado
$219K -$6.74K -12 -3%
TCM
3188
Tandem Capital Management
New Jersey
$219K
YCG
3189
Yeomans Consulting Group
Georgia
$219K -$17.5K -31 -7%
GSWM
3190
Greenup Street Wealth Management
Michigan
$217K +$217K +386 New
SFWC
3191
Strategic Family Wealth Counselors
New Jersey
$216K
OWA
3192
Opal Wealth Advisors
New York
$216K +$47.8K +85 +28%
ACM
3193
Argyle Capital Management
Pennsylvania
$215K
HCM
3194
Hall Capital Management
Rhode Island
$215K
STB
3195
S&T Bank
Pennsylvania
$215K +$3.37K +6 +2%
WFAG
3196
Worth Financial Advisory Group
North Carolina
$215K +$215K +382 New
HA
3197
Helium Advisors
Washington
$214K -$28.1K -50 -12%
CASB
3198
Cape Ann Savings Bank
Massachusetts
$214K -$42.1K -75 -16%
BHBT
3199
Burke & Herbert Bank & Trust
Virginia
$214K
MPCA
3200
Madison Park Capital Advisors
Washington
$214K +$214K +381 New