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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
HA
3701
Helium Advisors
Washington
TCM
3702
Tandem Capital Management
New Jersey
MFA
3703
Millington Financial Advisors
Illinois
GSWA
3704
Good Steward Wealth Advisors
Tennessee
BHBT
3705
Burke & Herbert Bank & Trust
Virginia
CNB
3706
Camden National Bank
Maine
CCA
3707
Cooper Capital Advisors
California
SFS
3708
Sharp Financial Services
Pennsylvania
RTC
3709
Real Talk Capital
Tennessee
PD
3710
Planning Directions
Pennsylvania
WFAG
3711
Worth Financial Advisory Group
North Carolina
SIA
3712
Schear Investment Advisers
Ohio
CG
3713
Clifford Group
Massachusetts
SWM
3714
Sterling Wealth Management
Illinois
PA
3715
Persium Advisors
Georgia
HFS
3716
Hoge Financial Services
Pennsylvania
CL
3717
CSS LLC
Illinois
GWP
3718
Gateway Wealth Partners
Wisconsin
UWM
3719
USAdvisors Wealth Management
Minnesota
TI
3720
TTP Investments
California
BC
3721
Bayforest Capital
United Kingdom
GFWA
3722
Grey Fox Wealth Advisors
Delaware
NC
3723
North Capital
Utah
CCM
3724
Cloud Capital Management
Washington
MSG
3725
Main Street Group
Virginia