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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 %
AIM
3251
Arcadia Investment Management
Michigan
$197K -$123K -218 -38%
POIA
3252
Pin Oak Investment Advisors
Texas
$192K
WTA
3253
Washington Trust Advisors
Massachusetts
$191K +$10.1K +18 +6%
AWM
3254
Activest Wealth Management
Florida
$188K -$2.81K -5 -1%
CPG
3255
Cornerstone Planning Group
New Jersey
$186K +$9.62K +17 +5%
MHR
3256
Matthew Hamilton Rosenberg
$182K +$18K +32 +11%
FC
3257
Fairscale Capital
New Hampshire
$182K +$66.4K +117 +58%
FRA
3258
Front Row Advisors
California
$180K +$140K +250 +352%
CIAS
3259
CBIZ Investment Advisory Services
Ohio
$180K -$37K -66 -17%
CM
3260
Capula Management
Cayman Islands
$178K -$212K -377 -54%
WA
3261
Whipplewood Advisors
Colorado
$177K -$53.9K -96 -23%
BDPWM
3262
Barnes Dennig Private Wealth Management
Ohio
$174K +$174K +309 New
SWA
3263
SOA Wealth Advisors
New York
$170K +$104K +185 +158%
CFFP
3264
Center for Financial Planning
Michigan
$169K
CAM
3265
Cacti Asset Management
Georgia
$165K
BOJHT
3266
Bank of Jackson Hole Trust
Wyoming
$158K +$62.9K +112 +66%
TLCM
3267
Twin Lakes Capital Management
California
$155K
HIMS
3268
Hager Investment Management Services
New Hampshire
$152K
MC
3269
Montag & Caldwell
Georgia
$152K
RP
3270
Rowlandmiller & Partners
Georgia
$152K
VWA
3271
VSM Wealth Advisory
Maryland
$151K
BGAI
3272
Bruce G. Allen Investments
Colorado
$142K -$562 -1 -0.4%
RA
3273
Rational Advisors
New York
$142K +$142K +252 New
PCTC
3274
Perkins Coie Trust Company
Washington
$140K
GXJ
3275
Global X Japan
Japan
$138K +$82.6K +147 +150%