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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 %
LI
826
LMCG Investments
Massachusetts
$12.8M -$383K -682 -3%
JEST
827
JTC Employer Solutions Trustee
Jersey
$12.7M -$79.8K -142 -0.6%
SC
828
Savant Capital
Illinois
$12.7M +$864K +1,537 +7%
QIM
829
Quest Investment Management
Oregon
$12.7M +$3.49M +6,218 +38%
Wolverine Trading
830
Wolverine Trading
Illinois
$12.7M +$12.7M +23,000 New
MMA
831
Miracle Mile Advisors
California
$12.6M +$1.27M +2,266 +11%
KRSITF
832
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.5M -$864K -1,538 -6%
EAM
833
EULAV Asset Management
Florida
$12.4M
MIP
834
Marietta Investment Partners
Wisconsin
$12.4M -$314K -559 -2%
DT
835
Diversified Trust
Tennessee
$12.4M -$797K -1,419 -6%
TF
836
Tompkins Financial
New York
$12.3M -$368K -654 -3%
EAMA
837
EFG Asset Management (Americas)
Florida
$12.3M -$491K -874 -4%
JIR
838
James Investment Research
Ohio
$12.3M -$211K -376 -2%
GP
839
Guardian Partners
Canada
$12.3M -$232K -410 -2%
IWA
840
IBEX Wealth Advisors
New Jersey
$12.3M +$475K +846 +4%
WIM
841
WealthPlan Investment Management
Nebraska
$12.2M +$1.44M +2,566 +13%
FTWA
842
Fifth Third Wealth Advisors
Ohio
$12.2M +$453K +807 +4%
JF
843
Jump Financial
Illinois
$12.2M +$2.52M +4,484 +26%
LIP
844
Liontrust Investment Partners
United Kingdom
$12.1M -$15.6M -27,701 -56%
NCM
845
Northside Capital Management
Oregon
$12.1M +$11.8M +21,063 +4,187%
MA
846
Montag & Associates
Georgia
$12.1M -$2.08M -3,693 -15%
JGC
847
J. Goldman & Co
New York
$12.1M -$97.5M -173,587 -89%
LCAM
848
London & Capital Asset Management
United Kingdom
$12.1M -$11.3M -20,114 -48%
WIA
849
World Investment Advisors
California
$12.1M -$610K -1,086 -5%
BCM
850
Brasada Capital Management
Texas
$12M -$177K -311 -1%