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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 %
HH
801
Hilltop Holdings
Texas
$13.6M +$430K +766 +3%
CM
802
Capital Management
Virginia
$13.6M -$64.6K -115 -0.5%
Capstone Investment Advisors
803
Capstone Investment Advisors
New York
$13.6M +$6.87M +12,222 +102%
SW
804
Solidarity Wealth
Utah
$13.6M +$4.08M +7,264 +43%
IIC
805
Ironwood Investment Counsel
Arizona
$13.6M +$6.88M +18,508 +103%
IPGDR
806
Investidor Profissional Gestao de Recursos
Brazil
$13.5M +$3.6M +6,399 +36%
HAG
807
HighPoint Advisor Group
Illinois
$13.5M +$112K +199 +0.8%
AG
808
Ascent Group
Virginia
$13.5M -$1.56M -2,771 -10%
QCG
809
Quadrant Capital Group
Ohio
$13.5M +$597K +1,062 +5%
CIA
810
Concurrent Investment Advisors
Florida
$13.5M +$798K +1,420 +6%
OA
811
Oxbow Advisors
Texas
$13.4M +$215K +382 +2%
SC
812
Scholtz & Company
Connecticut
$13.4M -$2.17M -3,856 -14%
BP
813
Ballentine Partners
Massachusetts
$13.3M +$1.6M +2,842 +14%
CM
814
Caption Management
Oklahoma
$13.3M +$13.3M +23,700 New
WIC
815
Willis Investment Counsel
Georgia
$13.2M +$3.52M +6,270 +36%
ECAM
816
East Coast Asset Management
Massachusetts
$13.2M -$37.1K -66 -0.3%
ET
817
Entropy Technologies
New York
$13M +$9.18M +16,329 +237%
KCM
818
Kornitzer Capital Management
Kansas
$13M +$302K +538 +2%
SFA
819
Sequoia Financial Advisors
Ohio
$12.9M +$1.08M +1,921 +9%
DMIC
820
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.9M +$820K +1,457 +7%
SIG
821
Sky Investment Group
Connecticut
$12.9M -$183K -325 -1%
CF
822
Centaurus Financial
California
$12.9M -$25.8K -46 -0.2%
VFA
823
Valeo Financial Advisors
Indiana
$12.9M -$354K -630 -3%
S
824
SignatureFD
Georgia
$12.8M +$187K +333 +1%
SCM
825
Silvant Capital Management
Georgia
$12.8M -$139K -248 -1%