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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 %
CIM
3276
CCLA Investment Management
United Kingdom
$138K +$8.83K +15,722 +7%
MWM
3277
Mascoma Wealth Management
New Hampshire
$135K
BAM
3278
Bellevue Asset Management
Washington
$134K
SHIM
3279
Stone House Investment Management
Pennsylvania
$132K -$62.9K -112 -32%
BSB
3280
Bangor Savings Bank
Maine
$128K +$15.7K +28 +14%
PSFG
3281
Park Square Financial Group
Georgia
$126K -$10.1K -18 -7%
CW
3282
Curio Wealth
Maryland
$126K +$126K +224 +22,400%
OAJ
3283
Ogorek Anthony Joseph
New York
$126K -$2.8K -5 -2%
BLC
3284
Brown, Lisle/Cummings
Rhode Island
$126K
CTB
3285
Country Trust Bank
Illinois
$125K +$112K +200 +870%
WIM
3286
Westside Investment Management
California
$124K +$99.4K +176 +400%
HWM
3287
HighMark Wealth Management
Minnesota
$124K -$10.7K -19 -8%
PP
3288
PFS Partners
New Jersey
$119K +$11.8K +21 +11%
RWS
3289
Retirement Wealth Solutions
Wisconsin
$118K +$7.29K +13 +7%
EWP
3290
Elevation Wealth Partners
California
$117K
CFG
3291
Chapman Financial Group
Hawaii
$117K +$117K +208 New
EA
3292
Evolution Advisers
Virginia
$115K
RDFA
3293
Ritter Daniher Financial Advisory
Ohio
$114K
CG
3294
Curat Global
New Hampshire
$112K -$56.2K -100 -33%
NIM
3295
Nexus Investment Management
Ontario, Canada
$110K
PGAM
3296
Princeton Global Asset Management
New Jersey
$107K +$48.3K +86 +82%
AW
3297
Avion Wealth
Texas
$106K -$91.5K -164 -46%
OPTFSNA
3298
Old Point Trust & Financial Services N A
Virginia
$104K
JGIA
3299
Jackson Grant Investment Advisers
Connecticut
$103K
ACM
3300
Anfield Capital Management
California
$103K