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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 %
MAS
3376
MPWM Advisory Solutions
Georgia
$33.7K -$4.5K -8 -12%
BFS
3377
Burkett Financial Services
South Carolina
$33.4K
IWM
3378
IMG Wealth Management
Florida
$31.5K +$31.5K +56 New
KGP
3379
Keystone Global Partners
Colorado
$31.5K
SCA
3380
Stuart Chaussee & Associates
California
$29.8K
WCM
3381
WealthTrak Capital Management
Virginia
$29.8K
EWM
3382
Evolution Wealth Management
Florida
$28.9K +$28.9K +51 New
RTC
3383
Riverview Trust Company
Washington
$28.1K -$397K -706 -93%
EIM
3384
Essex Investment Management
Massachusetts
$28.1K
WAM
3385
WFA Asset Management
Wisconsin
$27.7K
SC
3386
Stephens Consulting
Michigan
$27.6K +$4.5K +8 +20%
IRC
3387
Investors Research Corp
Georgia
$27K -$80.4K -143 -75%
HFS
3388
Horizon Financial Services
North Carolina
$26.4K +$25.3K +45 +2,250%
FLFS
3389
Family Legacy Financial Solutions
North Carolina
$25.9K +$25.9K +46 New
PWA
3390
Provenance Wealth Advisors
Florida
$25.8K
LI
3391
Louisbourg Investments
New Brunswick, Canada
$24.7K
TPW
3392
Talon Private Wealth
Florida
$24.7K +$24.7K +44 New
LFA
3393
LGT Financial Advisors
Texas
$24.7K +$24.7K +44 New
PWA
3394
Principia Wealth Advisory
Texas
$24.2K +$3.37K +6 +16%
NC
3395
North Capital
Utah
$22.5K
MSWA
3396
Marshall & Sterling Wealth Advisors
New York
$21.9K
RF
3397
Roxbury Financial
New Jersey
$21.6K
CTC
3398
Cetera Trust Company
Minnesota
$21.4K -$155K -275 -88%
TC
3399
Tacita Capital
Ontario, Canada
$21.4K
BFP
3400
Briaud Financial Planning
Texas
$21K +$21K +38 New