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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 %
DA
1076
Denali Advisors
California
$7.05M -$82K -146 -1%
RHIG
1077
R.H. Investment Group
Arizona
$7.04M
TCOT
1078
Trust Company of Toledo
Ohio
$7.03M +$183K +325 +3%
IAS
1079
Insigneo Advisory Services
Florida
$7.02M +$583K +1,037 +9%
CWM
1080
CMH Wealth Management
New Hampshire
$7M -$1.6M -2,844 -19%
PNAA
1081
Pictet North America Advisors
Switzerland
$6.99M -$820K -1,459 -10%
BDL
1082
Bey-Douglas LLC
Georgia
$6.97M +$2M +3,562 +40%
PAMG
1083
Patton Albertson Miller Group
Tennessee
$6.97M -$9.55K -17 -0.1%
SIA
1084
SGL Investment Advisors
Montana
$6.96M +$145K +258 +2%
DAM
1085
Deltec Asset Management
New York
$6.96M -$6.18K -11 -0.1%
LTAS
1086
Linden Thomas Advisory Services
North Carolina
$6.95M +$201K +358 +3%
FCM
1087
Fortis Capital Management
Washington
$6.95M +$505K +898 +8%
DAS
1088
Diversify Advisory Services
Utah
$6.93M +$2.15M +3,742 +45%
KNW
1089
Kesler Norman & Wride
Utah
$6.91M +$75.9K +135 +1%
SPC
1090
Spirepoint Private Client
Florida
$6.91M +$125K +222 +2%
LMIM
1091
Lockheed Martin Investment Management
Maryland
$6.9M -$472K -840 -6%
RWM
1092
Rench Wealth Management
Texas
$6.89M +$79.2K +141 +1%
CFG
1093
Cambridge Financial Group
Ohio
$6.88M -$2.27M -4,039 -25%
BIG
1094
Brooklyn Investment Group
New York
$6.81M +$2.29M +4,069 +51%
DWM
1095
Dynasty Wealth Management
Florida
$6.81M +$1.09M +1,943 +19%
ABTD
1096
Arvest Bank Trust Division
Oklahoma
$6.79M +$45K +80 +0.7%
HCA
1097
Harbor Capital Advisors
Illinois
$6.77M -$39.3K -70 -0.6%
CCM
1098
Chickasaw Capital Management
Tennessee
$6.76M -$77K -137 -1%
MGIA
1099
Moneta Group Investment Advisors
Missouri
$6.76M +$797K +1,418 +13%
DCM
1100
Decatur Capital Management
Georgia
$6.76M