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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 %
PP
3351
Pingora Partners
Wyoming
$48.9K
UIA
3352
Ulland Investment Advisors
Minnesota
$46K
CMP
3353
Coston McIsaac & Partners
Maine
$46K
SC
3354
Steph & Co
Wisconsin
$45.5K -$1.12K -2 -2%
1NWS
3355
1 North Wealth Services
Maryland
$45K
AAG
3356
Accordant Advisory Group
Maryland
$44.4K -$1.12K -2 -2%
WW
3357
Winnow Wealth
Texas
$44.4K +$29.8K +53 +204%
TCA
3358
Trifecta Capital Advisors
Illinois
$43.3K
DAM
3359
Delta Asset Management
Tennessee
$42.7K
CAM
3360
Creekmur Asset Management
Illinois
$42.3K +$14.7K +26 +53%
W
3361
WealthCollab
Washington
$42.1K +$1.69K +3 +4%
TCM
3362
Tradewinds Capital Management
Washington
$41.7K
VWM
3363
Valley Wealth Managers
New Jersey
$41.6K -$22.5K -40 -35%
SIC
3364
SJS Investment Consulting
Ohio
$41K -$33.7K -60 -45%
SIS
3365
Strategic Investment Solutions
Illinois
$41K
FCT
3366
First Community Trust
Iowa
$40.5K
FAM
3367
Flaharty Asset Management
Florida
$39.9K +$11.8K +21 +42%
CBT
3368
CoreFirst Bank & Trust
Kansas
$39.3K +$39.3K +70 New
MAWAG
3369
Mid-American Wealth Advisory Group
Missouri
$37.7K +$37.7K +67 New
DWS
3370
Dynamic Wealth Strategies
California
$37.1K
TC
3371
Truvestments Capital
Florida
$36.5K -$32.6K -58 -47%
SHM
3372
Sagard Holdings Management
Ontario, Canada
$36.5K +$36.5K +65 New
HFS
3373
Hughes Financial Services
Virginia
$35.9K +$569 +1 +2%
NWM
3374
Navigoe Wealth Management
California
$35K
TWD
3375
True Wealth Design
Ohio
$34.5K +$10.7K +19 +45%