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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 %
SRCM
3351
Signature Resources Capital Management
California
$50.6K +$37.7K +67 +291%
PP
3352
Pingora Partners
Wyoming
$48.9K
RL
3353
Rogco LP
Oklahoma
$48.9K
UIA
3354
Ulland Investment Advisors
Minnesota
$46K
CMP
3355
Coston McIsaac & Partners
Maine
$46K
SC
3356
Steph & Co
Wisconsin
$45.5K -$1.12K -2 -2%
1NWS
3357
1 North Wealth Services
Maryland
$45K
AAG
3358
Accordant Advisory Group
Maryland
$44.4K -$1.12K -2 -2%
WW
3359
Winnow Wealth
Texas
$44.4K +$29.8K +53 +204%
TCA
3360
Trifecta Capital Advisors
Illinois
$43.3K
DAM
3361
Delta Asset Management
Tennessee
$42.7K
CAM
3362
Creekmur Asset Management
Illinois
$42.3K +$14.7K +26 +53%
W
3363
WealthCollab
Washington
$42.1K +$1.69K +3 +4%
TCM
3364
Tradewinds Capital Management
Washington
$41.7K
VWM
3365
Valley Wealth Managers
New Jersey
$41.6K -$22.5K -40 -35%
SIC
3366
SJS Investment Consulting
Ohio
$41K -$33.7K -60 -45%
SIS
3367
Strategic Investment Solutions
Illinois
$41K
FCT
3368
First Community Trust
Iowa
$40.5K
FAM
3369
Flaharty Asset Management
Florida
$39.9K +$11.8K +21 +42%
CBT
3370
CoreFirst Bank & Trust
Kansas
$39.3K +$39.3K +70 New
MAWAG
3371
Mid-American Wealth Advisory Group
Missouri
$37.7K +$37.7K +67 New
DWS
3372
Dynamic Wealth Strategies
California
$37.1K
TC
3373
Truvestments Capital
Florida
$36.5K -$32.6K -58 -47%
SHM
3374
Sagard Holdings Management
Ontario, Canada
$36.5K +$36.5K +65 New
HFS
3375
Hughes Financial Services
Virginia
$35.9K +$569 +1 +2%