MA icon

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 %
RF
3401
Robbins Farley
New Hampshire
$20.2K
WCM
3402
Westend Capital Management
California
$19.7K
NECFA
3403
New England Capital Financial Advisors
Connecticut
$19.3K
VWM
3404
Vermillion Wealth Management
Minnesota
$19.2K
FWM
3405
FSA Wealth Management
Massachusetts
$18K
TLA
3406
Tanglewood Legacy Advisors
Texas
$17.5K
BI
3407
Binnacle Investments
Iowa
$17.4K +$3.37K +6 +24%
CWM
3408
Centricity Wealth Management
Ohio
$16.9K
BHWM
3409
Bay Harbor Wealth Management
Maryland
$16.3K +$8.43K +15 +107%
MFT
3410
Moisand Fitzgerald Tamayo
Florida
$15.7K
MAFA
3411
MJT & Associates Financial Advisory
Minnesota
$15.7K
GK
3412
Graney & King
New York
$15.2K
WTFG
3413
Wood Tarver Financial Group
Idaho
$15K
CAC
3414
Core Alternative Capital
Georgia
$14.6K
CJH
3415
Christopher J. Hasenberg
Wisconsin
$13.5K
CWM
3416
CarsonAllaria Wealth Management
Illinois
$13.4K
KHC
3417
Koesten Hirschmann & Crabtree
Kansas
$13.1K +$13.1K +23 New
OBWP
3418
O'Brien Wealth Partners
Massachusetts
$12.4K -$48.9K -87 -80%
FPF
3419
First Pacific Financial
Washington
$12.4K -$4.5K -8 -27%
DI
3420
DAGCO Inc
Ohio
$12.4K
SIA
3421
Sit Investment Associates
Minnesota
$12K
LIM
3422
Longfellow Investment Management
Massachusetts
$11.8K +$1.69K +3 +17%
FA
3423
Financial Avengers
California
$11.5K +$549 +1 +5%
JFG
3424
JDM Financial Group
Texas
$11.4K
LIA
3425
Luken Investment Analytics
Tennessee
$10.7K