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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 %
TIM
3326
Tortoise Investment Management
New York
$70.2K +$19.1K +34 +37%
TIM
3327
Total Investment Management
Arizona
$68.8K +$68.8K +123 New
GWP
3328
Gen-Wealth Partners
Michigan
$65.2K
VWA
3329
Valued Wealth Advisors
Utah
$64.7K -$1.13K -2 -2%
AP
3330
Aspect Partners
Virginia
$64.6K +$13.5K +24 +26%
RS
3331
Rakuten Securities
Japan
$62.9K -$646K -1,149 -91%
DWA
3332
Delos Wealth Advisors
Texas
$61.3K +$61.3K +109 New
KA
3333
Kozak & Associates
Colorado
$61.2K -$2.27K -4 -4%
HWP
3334
Highline Wealth Partners
California
$60.8K +$13.5K +24 +29%
RAM
3335
Riggs Asset Management
Pennsylvania
$60.7K +$10.1K +18 +20%
MCA
3336
Maryland Capital Advisors
Maryland
$60.7K +$12.9K +23 +27%
CIAM
3337
Caitong International Asset Management
Hong Kong
$60.1K -$457K -814 -88%
LWMI
3338
Legacy Wealth Management (Idaho)
Idaho
$59K -$10.7K -19 -15%
LIS
3339
Legacy Investment Solutions
Idaho
$59K +$59K +105 New
T
3340
Transce3nd
Texas
$57.3K -$562 -1 -1%
AWM
3341
AllSquare Wealth Management
New York
$56.2K
LFA
3342
Legend Financial Advisors
Pennsylvania
$56.2K +$56.2K +100 New
BHWM
3343
Beaird Harris Wealth Management
Texas
$55.5K +$8.98K +16 +19%
BMC
3344
Bear Mountain Capital
Washington
$55.3K -$3.87K -7 -7%
FFL
3345
Financial Freedom LLC
Ohio
$55K -$567 -1 -1%
SA
3346
Scarborough Advisors
Maryland
$52.5K +$52.5K +93 New
PWM
3347
Parkworth Wealth Management
California
$52.3K +$7.87K +14 +18%
LWA
3348
Lowe Wealth Advisors
Maryland
$51.1K
CCMI
3349
Creative Capital Management Investments
California
$51.1K +$5.06K +9 +11%
TH
3350
TCTC Holdings
Texas
$50.6K