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