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Mastercard

3,467 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, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,467
Holders Change
+30
Holders Change %
+0.87%
% 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
1,342
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 %
CTA
576
Chesley Taft & Associates
Illinois
$29M -$575K -1,023 -2%
EWA
577
EP Wealth Advisors
California
$29M +$18M +32,003 +163%
PAG
578
Private Advisor Group
New Jersey
$28.9M +$756K +1,345 +3%
BF
579
BOK Financial
Oklahoma
$28.9M -$98.9K -176 -0.3%
SSWM
580
Smith Salley Wealth Management
North Carolina
$28.9M +$983K +1,750 +4%
AAB
581
ABN AMRO Bank
Netherlands
$28.6M +$4M +7,070 +16%
ESBC
582
E.S. Barr & Co
Kentucky
$28.6M +$523K +931 +2%
PE
583
Point72 Europe
United Kingdom
$28.5M +$17.1M +30,405 +149%
BPCE
584
Bank Pictet & Cie (Europe)
Germany
$28.4M -$7.02M -12,486 -20%
CIA
585
Choate Investment Advisors
Massachusetts
$28.3M +$151K +268 +0.5%
CPCPP
586
Canada Post Corporation Pension Plan
Canada
$28.1M +$28.1M +50,004 New
DKCM
587
Davidson Kempner Capital Management
New York
$28.1M
BCM
588
Bornite Capital Management
New York
$28.1M +$5.62M +10,000 +25%
AFCM
589
Applied Finance Capital Management
Puerto Rico
$28M -$247K -440 -0.9%
FVWA
590
Foster Victor Wealth Advisors
South Carolina
$28M +$532K +941 +2%
WPI
591
Walter Public Investments
Canada
$28M +$1.44M +2,571 +5%
PAI
592
Pittenger & Anderson Inc
Nebraska
$28M -$1.95M -3,478 -7%
PAS
593
Park Avenue Securities
New York
$27.8M +$27.8M +49,507 New
CA
594
Cornerstone Advisors
North Carolina
$27.6M +$562K +1,000 +2%
OC
595
Oppenheimer & Co
New York
$27.5M -$279K -497 -1%
HIMCH
596
Hartford Investment Management Co (HIMCO)
Connecticut
$27.5M -$422K -751 -2%
AAS
597
Avantax Advisory Services
Texas
$27.4M +$190K +339 +0.7%
CA
598
Commerzbank Aktiengesellschaft
Germany
$27M +$2.86M +5,093 +12%
AWM
599
Apollon Wealth Management
South Carolina
$26.9M +$1.85M +3,284 +7%
NB
600
Norinchukin Bank
Japan
$26.9M +$1.55M +2,767 +6%