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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 %
GT
751
Greenleaf Trust
Michigan
$16.2M -$13.5K -24 -0.1%
CCM
752
Coldstream Capital Management
Washington
$16.2M +$713K +1,269 +5%
KPWS
753
Kestra Private Wealth Services
Texas
$16.1M +$1.48M +2,632 +10%
CA
754
Callahan Advisors
Texas
$16M +$1.24M +2,201 +8%
PFS
755
Prospera Financial Services
Texas
$15.9M +$9.92M +17,635 +165%
IAA
756
Independent Advisor Alliance
North Carolina
$15.8M -$346K -615 -2%
SAM
757
Sawgrass Asset Management
Florida
$15.8M -$66.9K -119 -0.4%
BCP
758
Bluegrass Capital Partners
Florida
$15.7M +$562K +1,000 +4%
CGI
759
Comgest Global Investors
France
$15.7M +$1.55M +2,750 +11%
GC
760
Giverny Capital
Quebec, Canada
$15.6M +$448K +798 +3%
FLPIM
761
F.L. Putnam Investment Management
Massachusetts
$15.6M +$1.83M +3,255 +13%
MJP
762
Michael J. Puzo
$15.6M -$943K -1,679 -6%
GLAM
763
Gardner Lewis Asset Management
Pennsylvania
$15.6M -$84.3K -150 -0.5%
Fundsmith LLP
764
Fundsmith LLP
United Kingdom
$15.5M -$12.2M -21,791 -44%
ATC
765
Argent Trust Co
Tennessee
$15.5M +$135K +241 +0.9%
GI
766
GAMCO Investors
Connecticut
$15.4M +$2.22M +3,949 +17%
IIM
767
INTECH Investment Management
Florida
$15.4M -$2.34M -4,164 -13%
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$15.4M +$15.4M +27,359 New
GH
769
GAM Holding
Switzerland
$15.3M -$1.72M -3,068 -10%
TC
770
TownSquare Capital
Utah
$15.3M -$57.7M -102,603 -79%
HIA
771
Harbor Investment Advisory
Maryland
$15.2M -$238K -423 -2%
VLKIM
772
Van Lanschot Kempen Investment Management
Netherlands
$15.2M -$43.2M -76,925 -74%
TFA
773
Toth Financial Advisory
Virginia
$15.2M -$474K -844 -3%
FC
774
Fulcrum Capital
Washington
$15.1M -$61.8K -110 -0.4%
BFG
775
Bleakley Financial Group
New Jersey
$15.1M +$235K +419 +2%