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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 %
ACA
1026
Aptus Capital Advisors
Alabama
$7.81M +$1.28M +2,273 +20%
AWM
1027
Axxcess Wealth Management
California
$7.79M +$229K +408 +3%
MWM
1028
Modera Wealth Management
New Jersey
$7.79M +$52.8K +94 +0.7%
HIM
1029
Hillsdale Investment Management
Ontario, Canada
$7.79M +$6.85M +12,190 +732%
JSP
1030
Jackson Square Partners
California
$7.77M -$3.12M -5,551 -29%
ACM
1031
Alcosta Capital Management
California
$7.77M -$32.6K -58 -0.4%
WF
1032
Welch & Forbes
Massachusetts
$7.77M -$246K -438 -3%
FNA
1033
First National Advisers
Nebraska
$7.74M +$50K +89 +0.7%
EAM
1034
Eukles Asset Management
Ohio
$7.74M -$111K -197 -1%
TC
1035
TwinBeech Capital
New York
$7.73M +$7.73M +13,753 New
DBG
1036
De Burlo Group
Massachusetts
$7.73M -$202K -360 -3%
IP
1037
Interval Partners
New York
$7.72M -$518K -921 -6%
YC
1038
Yarbrough Capital
Tennessee
$7.71M -$88.8K -158 -1%
SYBT
1039
Stock Yards Bank & Trust
Kentucky
$7.7M +$640K +1,139 +9%
IAM
1040
Infusive Asset Management
New York
$7.67M +$579K +1,030 +8%
AWP
1041
Ascent Wealth Partners
New York
$7.66M +$1.33M +2,358 +21%
FRA
1042
Frank Rimerman Advisors
California
$7.63M +$98.9K +176 +1%
IWA
1043
Icon Wealth Advisors
Texas
$7.61M +$391K +695 +5%
FSA
1044
Fort Sheridan Advisors
Illinois
$7.59M -$70.2K -125 -0.9%
IRAG
1045
Investment Research & Advisory Group
Georgia
$7.58M +$36K +64 +0.5%
MS
1046
Marshall & Sullivan
Washington
$7.58M -$137K -243 -2%
PGFC
1047
Peapack-Gladstone Financial Corp
New Jersey
$7.55M -$66.9K -119 -0.9%
SCI
1048
S&CO Inc
Massachusetts
$7.48M +$1.66M +2,959 +29%
CG
1049
CFO4Life Group
Texas
$7.46M -$23.6K -42 -0.3%
GP
1050
Geneva Partners
Wisconsin
$7.46M -$16.9K -30 -0.2%