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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 %
GLA
1051
Good Life Advisors
Pennsylvania
$7.46M +$37.6K +67 +0.5%
WA
1052
Waverly Advisors
Alabama
$7.45M -$21.9K -39 -0.3%
BRWA
1053
B. Riley Wealth Advisors
Florida
$7.42M +$7.42M +13,205 New
FPAS
1054
Focus Partners Advisor Solutions
Missouri
$7.41M +$625K +1,114 +9%
MWM
1055
Meridian Wealth Management
Kentucky
$7.4M +$374K +665 +5%
MWM
1056
Mission Wealth Management
California
$7.4M -$1.19M -2,109 -14%
HZ
1057
Hixon Zuercher
Ohio
$7.38M -$51.1K -91 -0.7%
DWM
1058
Dakota Wealth Management
Florida
$7.36M -$115K -204 -2%
LIM
1059
Leavell Investment Management
Alabama
$7.34M -$6.74K -12 -0.1%
GI
1060
GLOBALT Investments
Georgia
$7.34M -$383K -682 -5%
GAAM
1061
Guinness Atkinson Asset Management
California
$7.34M -$580K -1,033 -7%
MCM
1062
McDonough Capital Management
Florida
$7.29M +$232K +413 +3%
SSA
1063
South Street Advisors
New York
$7.24M -$104K -185 -1%
MG
1064
McHugh Group
Ohio
$7.24M
GCM
1065
Gibraltar Capital Management
Oklahoma
$7.23M -$292K -520 -4%
ACM
1066
Ayrshire Capital Management
Connecticut
$7.22M -$1.85M -3,284 -20%
EDRH
1067
Edmond de Rothschild Holding
Switzerland
$7.21M +$181K +322 +3%
EB
1068
Eastern Bank
Massachusetts
$7.21M -$309K -550 -4%
CI
1069
Conning Inc
Connecticut
$7.2M -$37.7K -67 -0.5%
GRP
1070
Global Retirement Partners
California
$7.18M +$7.18M +12,775 New
BAM
1071
Bell Asset Management
Australia
$7.15M -$3.29M -5,851 -32%
RA
1072
RFG Advisory
Alabama
$7.13M +$454K +808 +7%
SW
1073
Simplicity Wealth
New Jersey
$7.11M +$3.73M +6,641 +111%
AF
1074
Aviso Financial
Ontario, Canada
$7.1M +$126K +224 +2%
OIA
1075
OneDigital Investment Advisors
Kansas
$7.06M +$235K +419 +3%