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Mastercard

3,466 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, 1,341 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,466
Holders Change
+29
Holders Change %
+0.84%
% 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
1,341
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 %
WWM
3226
Wiser Wealth Management
Georgia
$207K +$207K +368 New
NCM
3227
Novare Capital Management
North Carolina
$207K -$28.6K -51 -12%
MFA
3228
Millington Financial Advisors
Illinois
$206K +$206K +367 New
CG
3229
Clifford Group
Massachusetts
$206K +$206K +367 New
MA
3230
MKT Advisors
California
$206K +$206K +365 New
AFA
3231
American Financial Advisors
Georgia
$206K
PA
3232
Persium Advisors
Georgia
$206K +$206K +366 New
RTC
3233
Real Talk Capital
Tennessee
$205K +$205K +365 New
VCWA
3234
Vanguard Capital Wealth Advisors
Colorado
$205K +$205K +365 New
HNW
3235
High Note Wealth
Minnesota
$205K -$9.55K -17 -4%
OCM
3236
Orion Capital Management
California
$205K +$19.7K +35 +11%
LCM
3237
Landscape Capital Management
New Jersey
$205K -$2.23M -3,974 -92%
LFASL
3238
Lugano Financial Advisors SA (LFA)
Switzerland
$204K +$37.6K +67 +23%
BOSSRA
3239
B.O.S.S. Retirement Advisors
Utah
$204K +$204K +363 New
SF
3240
Slagle Financial
Illinois
$204K +$204K +363 New
LODC
3241
Lanham O'Dell & Company
West Virginia
$203K +$203K +362 New
LD
3242
Lipe & Dalton
New York
$203K
AC
3243
Asio Capital
Kentucky
$203K +$203K +361 New
HP
3244
Holistic Planning
Texas
$202K +$202K +359 New
SIA
3245
Schear Investment Advisers
Ohio
$201K -$14K -25 -7%
BI
3246
Bolthouse Investments
California
$201K +$201K +357 New
WA
3247
WPG Advisers
Maryland
$199K -$18.5K -33 -9%
BBPWM
3248
Blue Bell Private Wealth Management
Pennsylvania
$198K -$15.2K -27 -7%
S
3249
Sachetta
Massachusetts
$198K +$9K +16 +5%
AWM
3250
Abound Wealth Management
Tennessee
$197K +$23.1K +41 +13%