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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 %
JGIA
3301
Jackson Grant Investment Advisers
Connecticut
$103K
ACM
3302
Anfield Capital Management
California
$103K
MIM
3303
MTM Investment Management
South Carolina
$100K +$100K +178 New
HHMI
3304
Howard Hughes Medical Institute
Maryland
$98.9K +$98.9K +176 New
LC
3305
Lavaca Capital
Texas
$97.2K +$56.2K +100 +137%
BIM
3306
Breakwater Investment Management
Washington
$95.5K
GC
3307
Garde Capital
Washington
$92.7K
FFA
3308
Frazier Financial Advisors
Ohio
$91.6K +$16.9K +30 +23%
FMTCOCP
3309
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K
JSAM
3310
J. Safra Asset Management
New York
$90.8K +$57.8K +105 +175%
RWM
3311
Rialto Wealth Management
New York
$87.7K +$10.1K +18 +13%
ECM
3312
Estabrook Capital Management
New York
$86K
HHGA
3313
Halbert Hargrove Global Advisors
California
$84.3K +$30.9K +55 +58%
BWM
3314
Bernard Wealth Management
Michigan
$81.5K
KWM
3315
Kiker Wealth Management
Georgia
$81.5K -$16.9K -30 -17%
PG
3316
Proffitt & Goodson
Tennessee
$79.2K +$14.6K +26 +23%
KG
3317
Kilter Group
New York
$78.7K +$78.7K +140 New
GJIA
3318
Glass Jacobson Investment Advisors
Maryland
$78.1K -$294K -524 -79%
GWSA
3319
Global Wealth Strategies & Associates
Colorado
$77K -$1.69K -3 -2%
RI
3320
Ridgewood Investments
New Jersey
$76.8K -$2.81K -5 -4%
MSG
3321
Main Street Group
Virginia
$76.2K
SN
3322
Sittner & Nelson
Oregon
$74.2K +$22.5K +40 +43%
SC
3323
Swan Capital
Florida
$73.6K +$3.37K +6 +5%
WCM
3324
Winthrop Capital Management
Indiana
$72K
FIM
3325
FWL Investment Management
Texas
$70.2K