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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 %
WA
3226
WP Advisors
California
$207K +$207K +368 New
BCM
3227
Blume Capital Management
California
$207K +$1.69K +3 +0.8%
WWM
3228
Wiser Wealth Management
Georgia
$207K +$207K +368 New
NCM
3229
Novare Capital Management
North Carolina
$207K -$28.6K -51 -12%
MFA
3230
Millington Financial Advisors
Illinois
$206K +$206K +367 New
CG
3231
Clifford Group
Massachusetts
$206K +$206K +367 New
MA
3232
MKT Advisors
California
$206K +$206K +365 New
AFA
3233
American Financial Advisors
Georgia
$206K
PA
3234
Persium Advisors
Georgia
$206K +$206K +366 New
RTC
3235
Real Talk Capital
Tennessee
$205K +$205K +365 New
VCWA
3236
Vanguard Capital Wealth Advisors
Colorado
$205K +$205K +365 New
HNW
3237
High Note Wealth
Minnesota
$205K -$9.55K -17 -4%
OCM
3238
Orion Capital Management
California
$205K +$19.7K +35 +11%
LCM
3239
Landscape Capital Management
New Jersey
$205K -$2.23M -3,974 -92%
LFASL
3240
Lugano Financial Advisors SA (LFA)
Switzerland
$204K +$37.6K +67 +23%
BOSSRA
3241
B.O.S.S. Retirement Advisors
Utah
$204K +$204K +363 New
SF
3242
Slagle Financial
Illinois
$204K +$204K +363 New
LODC
3243
Lanham O'Dell & Company
West Virginia
$203K +$203K +362 New
LD
3244
Lipe & Dalton
New York
$203K
AC
3245
Asio Capital
Kentucky
$203K +$203K +361 New
HP
3246
Holistic Planning
Texas
$202K +$202K +359 New
SIA
3247
Schear Investment Advisers
Ohio
$201K -$14K -25 -7%
BI
3248
Bolthouse Investments
California
$201K +$201K +357 New
WA
3249
WPG Advisers
Maryland
$199K -$18.5K -33 -9%
BBPWM
3250
Blue Bell Private Wealth Management
Pennsylvania
$198K -$15.2K -27 -7%