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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 %
GWP
3326
Gen-Wealth Partners
Michigan
$65.2K
VWA
3327
Valued Wealth Advisors
Utah
$64.7K -$1.13K -2 -2%
AP
3328
Aspect Partners
Virginia
$64.6K +$13.5K +24 +26%
RS
3329
Rakuten Securities
Japan
$62.9K -$646K -1,149 -91%
DWA
3330
Delos Wealth Advisors
Texas
$61.3K +$61.3K +109 New
KA
3331
Kozak & Associates
Colorado
$61.2K -$2.27K -4 -4%
HWP
3332
Highline Wealth Partners
California
$60.8K +$13.5K +24 +29%
RAM
3333
Riggs Asset Management
Pennsylvania
$60.7K +$10.1K +18 +20%
MCA
3334
Maryland Capital Advisors
Maryland
$60.7K +$12.9K +23 +27%
CIAM
3335
Caitong International Asset Management
Hong Kong
$60.1K -$457K -814 -88%
LWMI
3336
Legacy Wealth Management (Idaho)
Idaho
$59K -$10.7K -19 -15%
LIS
3337
Legacy Investment Solutions
Idaho
$59K +$59K +105 New
T
3338
Transce3nd
Texas
$57.3K -$562 -1 -1%
AWM
3339
AllSquare Wealth Management
New York
$56.2K
LFA
3340
Legend Financial Advisors
Pennsylvania
$56.2K +$56.2K +100 New
BHWM
3341
Beaird Harris Wealth Management
Texas
$55.5K +$8.98K +16 +19%
BMC
3342
Bear Mountain Capital
Washington
$55.3K -$3.87K -7 -7%
FFL
3343
Financial Freedom LLC
Ohio
$55K -$567 -1 -1%
SA
3344
Scarborough Advisors
Maryland
$52.5K +$52.5K +93 New
PWM
3345
Parkworth Wealth Management
California
$52.3K +$7.87K +14 +18%
LWA
3346
Lowe Wealth Advisors
Maryland
$51.1K
CCMI
3347
Creative Capital Management Investments
California
$51.1K +$5.06K +9 +11%
TH
3348
TCTC Holdings
Texas
$50.6K
SRCM
3349
Signature Resources Capital Management
California
$50.6K +$37.7K +67 +291%
RL
3350
Rogco LP
Oklahoma
$48.9K