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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 %
WAC
951
William Allan Corp
Colorado
$9.12M -$137K -244 -1%
WCM
952
Wisconsin Capital Management
Wisconsin
$9.1M +$34.3K +61 +0.4%
GIM
953
Generate Investment Management
New Zealand
$9.09M +$9.09M +16,177 New
AWM
954
Affinity Wealth Management
Delaware
$9.07M +$58.4K +104 +0.6%
OCAM
955
Onex Canada Asset Management
Ontario, Canada
$9.06M +$212K +377 +2%
GCM
956
Graham Capital Management
Connecticut
$9.05M -$8.42M -14,979 -48%
CAMG
957
CWA Asset Management Group
Florida
$9.02M +$3.99M +7,100 +79%
IAIM
958
International Assets Investment Management
Florida
$9.02M -$492K -875 -5%
NAAA
959
New Age Alpha Advisors
New York
$8.99M +$1.46M +2,594 +19%
GL
960
Graypoint LLC
New York
$8.98M +$115K +205 +1%
PGWM
961
Parisi Gray Wealth Management
New Jersey
$8.97M +$10.1K +18 +0.1%
PWMAG
962
Pinnacle Wealth Management Advisory Group
New Jersey
$8.91M +$15.7K +28 +0.2%
SC
963
Saybrook Capital
North Carolina
$8.9M
RBFC
964
Roman Butler Fullerton & Co
Missouri
$8.86M +$634K +1,116 +8%
LFAS
965
Level Four Advisory Services
Texas
$8.84M -$286K -509 -3%
APTFM
966
AGUR Provident & Training Funds Management
Israel
$8.81M
PCA
967
Pallas Capital Advisors
Massachusetts
$8.79M -$96.7K -172 -1%
SCA
968
Stokes Capital Advisors
South Carolina
$8.79M +$584K +1,040 +7%
PWS
969
Peloton Wealth Strategists
Indiana
$8.75M -$152K -270 -2%
BBA
970
Baader Bank Aktiengesellschaft
Germany
$8.75M -$1.51M -2,711 -15%
CWP
971
CFM Wealth Partners
Texas
$8.73M +$80.9K +144 +0.9%
WG
972
Welch Group
Alabama
$8.71M +$284K +505 +3%
WPP
973
Whalerock Point Partners
Rhode Island
$8.66M +$176K +313 +2%
IAN
974
Integrated Advisors Network
Texas
$8.66M +$243K +433 +3%
NAM
975
Nutshell Asset Management
United Kingdom
$8.63M -$1.12M -1,998 -12%