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Mastercard

3,465 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, 1,410 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,465
Holders Change
+28
Holders Change %
+0.81%
% 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
1,410
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 %
ACP
3501
Aveo Capital Partners
Colorado
-$1.59M -2,799 Closed
PCM
3502
Price Capital Management
Louisiana
-$1.47M -2,690 Closed
NWM
3503
Napa Wealth Management
California
-$1.45M -2,652 Closed
EFMC
3504
Empire Financial Management Company
New York
-$1.23M -2,235 Closed
ARC
3505
Advisor Resource Council
Texas
-$886K -1,877 Closed
QC
3506
Quantessence Capital
New York
-$946K -1,725 Closed
HT
3507
Headlands Technologies
Illinois
-$782K -1,426 Closed
RB
3508
Renasant Bank
Mississippi
-$657K -1,199 Closed
NA
3509
Nottingham Advisors
New York
-$652K -1,190 Closed
HCP
3510
Hexagon Capital Partners
Arkansas
-$622K -1,135 Closed
MWM
3511
Maridea Wealth Management
New York
-$616K -1,124 Closed
EWA
3512
ERTS Wealth Advisors
Michigan
-$605K -1,103 Closed
CMS
3513
Capital Market Strategies
Florida
-$510K -930 Closed
BI
3514
Ballast Inc
Kentucky
-$492K -897 Closed
GSC
3515
Ground Swell Capital
South Carolina
-$422K -769 Closed
GPWM
3516
Grant Private Wealth Management
California
-$419K -764 Closed
SRL
3517
Scientech Research LLC
New Jersey
-$379K -692 Closed
TVAMP
3518
Tennessee Valley Asset Management Partners
Tennessee
-$369K -672 Closed
SICM
3519
Sustainable Insight Capital Management
New York
-$366K -667 Closed
JFGLC
3520
Johnson Financial Group LLC (Colorado)
Colorado
-$356K -649 Closed
SHF
3521
Stage Harbor Financial
Massachusetts
-$316K -576 Closed
RCM
3522
Requisite Capital Management
Texas
-$310K -566 Closed
MFA
3523
McClarren Financial Advisors
Pennsylvania
-$191K -548 Closed
AGP
3524
Aspire Growth Partners
Florida
-$298K -527 Closed
AFW
3525
Avantra Family Wealth
Pennsylvania
-$288K -525 Closed