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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 %
BFG
3201
Bouchey Financial Group
New York
$214K +$214K +380 New
BWA
3202
BlueSky Wealth Advisors
North Carolina
$214K
HA
3203
HFG Advisors
Ohio
$214K
MPW
3204
MGO Private Wealth
California
$213K
AAG
3205
Armstrong Advisory Group
Massachusetts
$212K -$25.3K -45 -11%
NA
3206
Nordwand Advisors
Pennsylvania
$212K +$212K +377 New
GGA
3207
Granite Group Advisors
Connecticut
$211K -$38.2K -68 -15%
BWG
3208
Berry Wealth Group
Texas
$211K +$211K +376 New
ALC
3209
Alexander Labrunerie & Co
Missouri
$211K
SFS
3210
Sharp Financial Services
Pennsylvania
$211K +$211K +375 New
KWS
3211
Keystone Wealth Services
California
$210K -$4.49K -8 -2%
EFH
3212
Eaton Financial Holdings
Florida
$210K -$289K -515 -58%
CFG
3213
Carter Financial Group
Illinois
$210K +$210K +374 New
PWMG
3214
Private Wealth Management Group
New Jersey
$209K +$1.12K +2 +0.5%
SAS
3215
Stelac Advisory Services
New York
$209K +$10.1K +18 +5%
WWM
3216
Wolff Wiese Magana
California
$209K
BCG
3217
BayBridge Capital Group
California
$208K +$562 +1 +0.3%
EIG
3218
Ellenbecker Investment Group
Wisconsin
$208K +$208K +370 New
CSA
3219
Cornerstone Select Advisors
Missouri
$208K
MWM
3220
Momentous Wealth Management
Washington
$208K -$12.9K -23 -6%
BTC
3221
Bank & Trust Company
Illinois
$208K
KNFPWM
3222
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$208K +$208K +370 New
PD
3223
Planning Directions
Pennsylvania
$208K +$561 +1 +0.3%
BW
3224
Balance Wealth
Ohio
$207K +$207K +369 New
WA
3225
WP Advisors
California
$207K +$207K +368 New