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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 %
MFA
3526
McClarren Financial Advisors
Pennsylvania
-$191K -548 Closed
AGP
3527
Aspire Growth Partners
Florida
-$298K -527 Closed
AFW
3528
Avantra Family Wealth
Pennsylvania
-$288K -525 Closed
RL
3529
Retireful LLC
Michigan
-$276K -510 Closed
CI
3530
Corient IA
Florida
-$274K -500 Closed
CWC
3531
Carolinas Wealth Consulting
North Carolina
-$271K -495 Closed
WI
3532
WBI Investments
New Jersey
-$266K -485 Closed
MEAC
3533
M.E. Allison & Co
Texas
-$265K -483 Closed
BC
3534
Bayforest Capital
United Kingdom
-$264K -481 Closed
NB
3535
Northwest Bancshares
Pennsylvania
-$261K -476 Closed
TL
3536
Tradewinds LLC
North Carolina
-$258K -471 Closed
SPA
3537
Sherbrooke Park Advisers
New York
-$254K -464 Closed
GCA
3538
Greenwood Capital Associates
South Carolina
-$254K -463 Closed
GSWA
3539
Good Steward Wealth Advisors
Tennessee
-$244K -446 Closed
PA
3540
Probity Advisors
Texas
-$241K -440 Closed
LA
3541
Lifeworks Advisors
Michigan
-$240K -437 Closed
FC
3542
FCA Corp
Texas
-$238K -435 Closed
CT
3543
ClearAlpha Technologies
Connecticut
-$234K -427 Closed
SFC
3544
Strategic Financial Concepts
Texas
-$228K -416 Closed
FWP
3545
Fiduciary Wealth Partners
Massachusetts
-$226K -413 Closed
MHWM
3546
Montz Harcus Wealth Management
Louisiana
-$224K -408 Closed
CWA
3547
Cura Wealth Advisors
Illinois
-$221K -404 Closed
SCA
3548
Sassicaia Capital Advisers
New York
-$219K -400 Closed
UWM
3549
USAdvisors Wealth Management
Minnesota
-$212K -387 Closed
SDWMA
3550
Schneider Downs Wealth Management Advisors
Pennsylvania
-$212K -387 Closed