MA icon

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 %
HFS
776
Haverford Financial Services
Pennsylvania
$15.1M -$2.93M -5,220 -16%
FCH
777
Freestone Capital Holdings
Washington
$15.1M -$1.79M -3,189 -11%
BHC
778
Bowen Hanes & Co
Florida
$14.9M +$110K +195 +0.7%
SWP
779
Stratos Wealth Partners
Ohio
$14.9M +$534K +951 +4%
AMI
780
Amica Mutual Insurance
Rhode Island
$14.7M -$1.09M -1,943 -7%
HA
781
Harbor Advisors
Florida
$14.6M
EPIMS
782
Evelyn Partners Investment Management Services
$14.6M +$1.7M +3,041 +13%
KAS
783
Kemnay Advisory Services
New York
$14.6M -$764K -1,359 -5%
NMIMC
784
Northwestern Mutual Investment Management Company
Wisconsin
$14.5M -$14.6K -26 -0.1%
WS
785
Wedbush Securities
California
$14.5M +$412K +733 +3%
CL
786
Choreo LLC
Illinois
$14.5M +$1.73M +3,076 +14%
SWK
787
Stephen W. Kidder
$14.4M -$1.04M -1,856 -7%
SFI
788
Siemens Fonds Invest
Germany
$14.3M +$818K +1,456 +6%
BFC
789
Blue Fin Capital
Rhode Island
$14.3M +$14.3M +25,392 New
BCM
790
BTC Capital Management
Iowa
$14.3M +$285K +507 +2%
LRPA
791
L. Roy Papp & Associates
Arizona
$14.3M -$180K -320 -1%
CAM
792
Cozad Asset Management
Illinois
$14.2M +$652K +1,161 +5%
STA
793
Summit Trail Advisors
New York
$14.2M +$2.25M +4,002 +19%
CA
794
Claar Advisors
New York
$14M -$959K -1,706 -6%
SCA
795
Snowden Capital Advisors
New York
$14M -$113K -201 -0.8%
ERWM
796
Elk River Wealth Management
Colorado
$14M -$98.9K -176 -0.7%
SCM
797
Shelton Capital Management
Colorado
$13.9M +$437K +777 +3%
KA
798
Kintegral Advisory
New York
$13.9M -$21.4K -38 -0.2%
PA
799
Perennial Advisors
New York
$13.7M -$663K -1,179 -5%
TCM
800
Telos Capital Management
California
$13.7M +$9.55K +17 +0.1%