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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 %
PCTC
3276
Perkins Coie Trust Company
Washington
$140K
GXJ
3277
Global X Japan
Japan
$138K +$82.6K +147 +150%
CIM
3278
CCLA Investment Management
United Kingdom
$138K +$8.83K +15,722 +7%
MWM
3279
Mascoma Wealth Management
New Hampshire
$135K
BAM
3280
Bellevue Asset Management
Washington
$134K
SHIM
3281
Stone House Investment Management
Pennsylvania
$132K -$62.9K -112 -32%
BSB
3282
Bangor Savings Bank
Maine
$128K +$15.7K +28 +14%
PSFG
3283
Park Square Financial Group
Georgia
$126K -$10.1K -18 -7%
CW
3284
Curio Wealth
Maryland
$126K +$126K +224 +22,400%
OAJ
3285
Ogorek Anthony Joseph
New York
$126K -$2.8K -5 -2%
BLC
3286
Brown, Lisle/Cummings
Rhode Island
$126K
CTB
3287
Country Trust Bank
Illinois
$125K +$112K +200 +870%
WIM
3288
Westside Investment Management
California
$124K +$99.4K +176 +400%
HWM
3289
HighMark Wealth Management
Minnesota
$124K -$10.7K -19 -8%
PP
3290
PFS Partners
New Jersey
$119K +$11.8K +21 +11%
RWS
3291
Retirement Wealth Solutions
Wisconsin
$118K +$7.29K +13 +7%
EWP
3292
Elevation Wealth Partners
California
$117K
CFG
3293
Chapman Financial Group
Hawaii
$117K +$117K +208 New
EA
3294
Evolution Advisers
Virginia
$115K
RDFA
3295
Ritter Daniher Financial Advisory
Ohio
$114K
CG
3296
Curat Global
New Hampshire
$112K -$56.2K -100 -33%
NIM
3297
Nexus Investment Management
Ontario, Canada
$110K
PGAM
3298
Princeton Global Asset Management
New Jersey
$107K +$48.3K +86 +82%
AW
3299
Avion Wealth
Texas
$106K -$91.5K -164 -46%
OPTFSNA
3300
Old Point Trust & Financial Services N A
Virginia
$104K