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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 %
S
3251
Sachetta
Massachusetts
$198K +$9K +16 +5%
AWM
3252
Abound Wealth Management
Tennessee
$197K +$23.1K +41 +13%
AIM
3253
Arcadia Investment Management
Michigan
$197K -$123K -218 -38%
POIA
3254
Pin Oak Investment Advisors
Texas
$192K
WTA
3255
Washington Trust Advisors
Massachusetts
$191K +$10.1K +18 +6%
AWM
3256
Activest Wealth Management
Florida
$188K -$2.81K -5 -1%
CPG
3257
Cornerstone Planning Group
New Jersey
$186K +$9.62K +17 +5%
MHR
3258
Matthew Hamilton Rosenberg
$182K +$18K +32 +11%
FC
3259
Fairscale Capital
New Hampshire
$182K +$66.4K +117 +58%
FRA
3260
Front Row Advisors
California
$180K +$140K +250 +352%
CIAS
3261
CBIZ Investment Advisory Services
Ohio
$180K -$37K -66 -17%
CM
3262
Capula Management
Cayman Islands
$178K -$212K -377 -54%
WA
3263
Whipplewood Advisors
Colorado
$177K -$53.9K -96 -23%
BDPWM
3264
Barnes Dennig Private Wealth Management
Ohio
$174K +$174K +309 New
SWA
3265
SOA Wealth Advisors
New York
$170K +$104K +185 +158%
CFFP
3266
Center for Financial Planning
Michigan
$169K
CAM
3267
Cacti Asset Management
Georgia
$165K
BOJHT
3268
Bank of Jackson Hole Trust
Wyoming
$158K +$62.9K +112 +66%
TLCM
3269
Twin Lakes Capital Management
California
$155K
HIMS
3270
Hager Investment Management Services
New Hampshire
$152K
MC
3271
Montag & Caldwell
Georgia
$152K
RP
3272
Rowlandmiller & Partners
Georgia
$152K
VWA
3273
VSM Wealth Advisory
Maryland
$151K
BGAI
3274
Bruce G. Allen Investments
Colorado
$142K -$562 -1 -0.4%
RA
3275
Rational Advisors
New York
$142K +$142K +252 New