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Mastercard

3,621 hedge funds and large institutions have $521B invested in Mastercard in 2025 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 1,386 increasing their positions, 1,422 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% less funds holding in top 10

Funds holding in top 10: 293292 (-1)

3% less repeat investments, than reductions

Existing positions increased: 1,386 | Existing positions reduced: 1,422

26% less call options, than puts

Call options by funds: $2.87B | Put options by funds: $3.89B

Holders
3,621
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
292
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.87B
Puts
$3.89B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
3601
Morton Brown Family Wealth
Pennsylvania
$4.57K
BGC
3602
Beutel, Goodman & Co
Ontario, Canada
$4K
AS
3603
Altshuler Shaham
Israel
$4K
ACA
3604
Atlas Capital Advisors
Wyoming
$4K
LA
3605
LM Advisors
California
$3.67K
LAS
3606
Lloyd Advisory Services
Georgia
$3.42K
1IA
3607
1620 Investment Advisors
Massachusetts
$3.18K
FCG
3608
Financial Connections Group
California
$3K
CAIM
3609
Catherine Avery Investment Management
Florida
$2.85K
LAM
3610
Lummis Asset Management
Texas
$2.28K
LAMC
3611
Longview Asset Management (California)
California
$2.28K
IPS
3612
Investors Portfolio Services
Washington
$1.89K
TFG
3613
Team Financial Group
California
$1.73K
NIG
3614
NFJ Investment Group
Texas
$1.71K
CTWM
3615
Cherry Tree Wealth Management
Minnesota
$1.71K
MI
3616
Motiv8 Investments
Florida
$1.55K
HCM
3617
Horrell Capital Management
Arkansas
$1.15K
NA
3618
Networth Advisors
Pennsylvania
$1.14K
KCM
3619
Key Capital Management
Tennessee
$1.14K
FIA
3620
FNY Investment Advisers
New York
$1K
PK
3621
Pflug Koory
Nebraska
$575
GCS
3622
Gordian Capital (Singapore)
Singapore
$571
VGM
3623
Voyager Global Management
New York
NCM
3624
Nearwater Capital Markets
Ireland
SGM
3625
Skye Global Management
Florida