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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 %
OWA
3551
ORBA Wealth Advisors
Illinois
-$207K -378 Closed
NJBEST
3552
New Jersey Better Educational Savings Trust
New Jersey
-$207K -377 Closed
JWM
3553
Jessup Wealth Management
Ohio
-$206K -375 Closed
MFA
3554
Morling Financial Advisors
California
-$205K -374 Closed
LFGO
3555
Legacy Financial Group (Oklahoma)
Oklahoma
-$205K -373 Closed
KFA
3556
Kelleher Financial Advisors
New York
-$204K -373 Closed
PWM
3557
PBMares Wealth Management
Virginia
-$203K -371 Closed
TIP
3558
Torray Investment Partners
Maryland
-$201K -367 Closed
MTCM
3559
Mint Tower Capital Management
Netherlands
-$192K -350 Closed
PPWM
3560
PFG Private Wealth Management
Florida
-$178K -324 Closed
SCB
3561
Saudi Central Bank
Saudi Arabia
-$177K -323 Closed
EFMH
3562
E Fund Management (HK)
Hong Kong
-$143K -261 Closed
MS
3563
Mizuho Securities
Japan
-$137K -250 Closed
F1I
3564
Fund 1 Investments
Puerto Rico
-$110K -200 Closed
TCM
3565
TruNorth Capital Management
Michigan
-$104K -190 Closed
PC
3566
Promus Capital
Illinois
-$99.8K -182 Closed
CCM
3567
Cloud Capital Management
Washington
-$48K -87 Closed
LAMC
3568
Longview Asset Management (California)
California
-$47.1K -86 Closed
1L
3569
10Elms LLP
Oklahoma
-$34K -62 Closed
MIM
3570
Marshall Investment Management
Colorado
-$33.7K -62 Closed
RWM
3571
Ruedi Wealth Management
Illinois
-$25.2K -46 Closed
SIM
3572
Studio Investment Management
Illinois
-$19.2K -35 Closed
PAM
3573
Parvin Asset Management
South Dakota
-$16.4K -30 Closed
XC
3574
XY Capital
Hong Kong
-$15.9K -29 Closed
Cohen & Steers
3575
Cohen & Steers
New York
-$13K -24 Closed