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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 %
NWM
3376
Navigoe Wealth Management
California
$35K
TWD
3377
True Wealth Design
Ohio
$34.5K +$10.7K +19 +45%
MAS
3378
MPWM Advisory Solutions
Georgia
$33.7K -$4.5K -8 -12%
BFS
3379
Burkett Financial Services
South Carolina
$33.4K
IWM
3380
IMG Wealth Management
Florida
$31.5K +$31.5K +56 New
KGP
3381
Keystone Global Partners
Colorado
$31.5K
WCM
3382
WealthTrak Capital Management
Virginia
$29.8K
SCA
3383
Stuart Chaussee & Associates
California
$29.8K
EWM
3384
Evolution Wealth Management
Florida
$28.9K +$28.9K +51 New
RTC
3385
Riverview Trust Company
Washington
$28.1K -$397K -706 -93%
EIM
3386
Essex Investment Management
Massachusetts
$28.1K
WAM
3387
WFA Asset Management
Wisconsin
$27.7K
SC
3388
Stephens Consulting
Michigan
$27.6K +$4.5K +8 +20%
IRC
3389
Investors Research Corp
Georgia
$27K -$80.4K -143 -75%
HFS
3390
Horizon Financial Services
North Carolina
$26.4K +$25.3K +45 +2,250%
FLFS
3391
Family Legacy Financial Solutions
North Carolina
$25.9K +$25.9K +46 New
PWA
3392
Provenance Wealth Advisors
Florida
$25.8K
LI
3393
Louisbourg Investments
New Brunswick, Canada
$24.7K
LFA
3394
LGT Financial Advisors
Texas
$24.7K +$24.7K +44 New
TPW
3395
Talon Private Wealth
Florida
$24.7K +$24.7K +44 New
PWA
3396
Principia Wealth Advisory
Texas
$24.2K +$3.37K +6 +16%
NC
3397
North Capital
Utah
$22.5K
MSWA
3398
Marshall & Sterling Wealth Advisors
New York
$21.9K
RF
3399
Roxbury Financial
New Jersey
$21.6K
CTC
3400
Cetera Trust Company
Minnesota
$21.4K -$155K -275 -88%