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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 %
MIM
3301
MTM Investment Management
South Carolina
$100K +$100K +178 New
HHMI
3302
Howard Hughes Medical Institute
Maryland
$98.9K +$98.9K +176 New
LC
3303
Lavaca Capital
Texas
$97.2K +$56.2K +100 +137%
BIM
3304
Breakwater Investment Management
Washington
$95.5K
GC
3305
Garde Capital
Washington
$92.7K
FFA
3306
Frazier Financial Advisors
Ohio
$91.6K +$16.9K +30 +23%
FMTCOCP
3307
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K
JSAM
3308
J. Safra Asset Management
New York
$90.8K +$57.8K +105 +175%
RWM
3309
Rialto Wealth Management
New York
$87.7K +$10.1K +18 +13%
ECM
3310
Estabrook Capital Management
New York
$86K
HHGA
3311
Halbert Hargrove Global Advisors
California
$84.3K +$30.9K +55 +58%
BWM
3312
Bernard Wealth Management
Michigan
$81.5K
KWM
3313
Kiker Wealth Management
Georgia
$81.5K -$16.9K -30 -17%
PG
3314
Proffitt & Goodson
Tennessee
$79.2K +$14.6K +26 +23%
KG
3315
Kilter Group
New York
$78.7K +$78.7K +140 New
GJIA
3316
Glass Jacobson Investment Advisors
Maryland
$78.1K -$294K -524 -79%
GWSA
3317
Global Wealth Strategies & Associates
Colorado
$77K -$1.69K -3 -2%
RI
3318
Ridgewood Investments
New Jersey
$76.8K -$2.81K -5 -4%
MSG
3319
Main Street Group
Virginia
$76.2K
SN
3320
Sittner & Nelson
Oregon
$74.2K +$22.5K +40 +43%
SC
3321
Swan Capital
Florida
$73.6K +$3.37K +6 +5%
WCM
3322
Winthrop Capital Management
Indiana
$72K
FIM
3323
FWL Investment Management
Texas
$70.2K
TIM
3324
Tortoise Investment Management
New York
$70.2K +$19.1K +34 +37%
TIM
3325
Total Investment Management
Arizona
$68.8K +$68.8K +123 New