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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 %
LF
976
Longbow Finance
Switzerland
$8.6M +$8.6M +15,309 New
CNBT
977
Canandaigua National Bank & Trust
New York
$8.56M -$105K -187 -1%
AWA
978
Arkadios Wealth Advisors
Georgia
$8.55M +$670K +1,192 +9%
ITFISA
979
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$8.54M +$2.47M +4,392 +41%
SIG
980
Sargent Investment Group
Maryland
$8.52M +$95K +167 +1%
LG
981
Leuthold Group
Minnesota
$8.49M -$137K -244 -2%
GWMR
982
GC Wealth Management RIA
Massachusetts
$8.48M +$4.19M +7,464 +98%
WANY
983
Wealthspire Advisors (New York)
New York
$8.47M -$108K -193 -1%
RWP
984
RWA Wealth Partners
Massachusetts
$8.44M +$409K +727 +5%
BP
985
Baypointe Partners
Connecticut
$8.43M +$8.43M +15,000 New
RPC
986
Rossmore Private Capital
Connecticut
$8.4M +$93.8K +167 +1%
HA
987
Herold Advisors
New York
$8.37M -$653K -1,162 -7%
AC
988
Addenda Capital
Quebec, Canada
$8.35M -$50K -89 -0.6%
CCM
989
Condor Capital Management
New Jersey
$8.35M -$224K -399 -3%
PIP
990
Peachtree Investment Partners
Florida
$8.35M +$233K +415 +3%
VAS
991
Vestmark Advisory Solutions
Massachusetts
$8.32M +$4.32M +7,684 +108%
AFG
992
Atomi Financial Group
New York
$8.31M +$909K +1,617 +12%
FFS
993
Fischer Financial Services
Pennsylvania
$8.31M -$60.6K -108 -0.7%
PCM
994
Poehling Capital Management
Wisconsin
$8.3M +$1.69K +3 +0%
KC
995
Katamaran Capital
United Kingdom
$8.26M +$4.26M +7,577 +106%
CAL
996
Capital Analysts LLC
Pennsylvania
$8.25M -$441K -785 -5%
O
997
Ossiam
France
$8.23M +$8.16M +14,527 +12,208%
FPB
998
First PREMIER Bank
South Dakota
$8.22M -$16.9K -30 -0.2%
CIA
999
Capital Investment Advisors
Georgia
$8.19M -$323K -574 -4%
BHWM
1000
Bar Harbor Wealth Management
New Hampshire
$8.16M -$372K -662 -4%