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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 %
AFW
3526
Avantra Family Wealth
Pennsylvania
-$288K -525 Closed
RL
3527
Retireful LLC
Michigan
-$276K -510 Closed
CI
3528
Corient IA
Florida
-$274K -500 Closed
CWC
3529
Carolinas Wealth Consulting
North Carolina
-$271K -495 Closed
WI
3530
WBI Investments
New Jersey
-$266K -485 Closed
MEAC
3531
M.E. Allison & Co
Texas
-$265K -483 Closed
BC
3532
Bayforest Capital
United Kingdom
-$264K -481 Closed
NB
3533
Northwest Bancshares
Pennsylvania
-$261K -476 Closed
TL
3534
Tradewinds LLC
North Carolina
-$258K -471 Closed
SPA
3535
Sherbrooke Park Advisers
New York
-$254K -464 Closed
GCA
3536
Greenwood Capital Associates
South Carolina
-$254K -463 Closed
GSWA
3537
Good Steward Wealth Advisors
Tennessee
-$244K -446 Closed
PA
3538
Probity Advisors
Texas
-$241K -440 Closed
LA
3539
Lifeworks Advisors
Michigan
-$240K -437 Closed
FC
3540
FCA Corp
Texas
-$238K -435 Closed
CT
3541
ClearAlpha Technologies
Connecticut
-$234K -427 Closed
SFC
3542
Strategic Financial Concepts
Texas
-$228K -416 Closed
FWP
3543
Fiduciary Wealth Partners
Massachusetts
-$226K -413 Closed
MHWM
3544
Montz Harcus Wealth Management
Louisiana
-$224K -408 Closed
CWA
3545
Cura Wealth Advisors
Illinois
-$221K -404 Closed
SCA
3546
Sassicaia Capital Advisers
New York
-$219K -400 Closed
SDWMA
3547
Schneider Downs Wealth Management Advisors
Pennsylvania
-$212K -387 Closed
UWM
3548
USAdvisors Wealth Management
Minnesota
-$212K -387 Closed
OWA
3549
ORBA Wealth Advisors
Illinois
-$207K -378 Closed
NJBEST
3550
New Jersey Better Educational Savings Trust
New Jersey
-$207K -377 Closed