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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 %
WPC
1126
Wedmont Private Capital
Pennsylvania
$6.39M +$295K +522 +5%
RWA
1127
River Wealth Advisors
Pennsylvania
$6.37M -$43.8K -78 -0.7%
SF
1128
Summit Financial
New Jersey
$6.34M +$760K +1,352 +14%
KAM
1129
Karani Asset Management
New York
$6.34M +$783K +1,394 +14%
GIA
1130
Gladstone Institutional Advisory
Florida
$6.34M +$282K +502 +5%
GWM
1131
Geneos Wealth Management
Colorado
$6.33M -$3.2M -5,702 -34%
CW
1132
CreativeOne Wealth
Kansas
$6.32M -$53.4K -95 -0.8%
FCM
1133
Fairbanks Capital Management
California
$6.31M +$204K +363 +3%
EMB
1134
Elefante Mark B
$6.31M -$528K -940 -8%
FFP
1135
FourThought Financial Partners
Florida
$6.3M +$33.2K +59 +0.5%
NP
1136
NorthRock Partners
Minnesota
$6.29M +$495K +882 +9%
BCFD
1137
Boit C.F. David
$6.26M
KWM
1138
Keebeck Wealth Management
Illinois
$6.22M +$20.8K +37 +0.3%
AF
1139
Alerus Financial
North Dakota
$6.22M +$57.3K +102 +0.9%
ETC
1140
Exchange Traded Concepts
Oklahoma
$6.21M +$663K +1,180 +12%
TCWA
1141
Turtle Creek Wealth Advisors
Texas
$6.21M +$1.04M +1,848 +20%
MT
1142
Midwest Trust
Kansas
$6.21M +$6.21M +11,055 New
1SB
1143
1ST Source Bank
Indiana
$6.21M -$49.5K -88 -0.8%
LHC
1144
Little House Capital
Massachusetts
$6.2M -$453K -807 -7%
BL
1145
BFSG LLC
California
$6.2M +$39.9K +71 +0.6%
AF
1146
Ally Financial
Michigan
$6.18M +$6.18M +11,000 New
AAM
1147
Azzad Asset Management
Virginia
$6.17M +$138K +246 +2%
IA
1148
Icon Advisers
Colorado
$6.16M -$365K -650 -6%
GM
1149
GeoWealth Management
Illinois
$6.15M -$327K -582 -5%
BMCM
1150
Bryn Mawr Capital Management
Pennsylvania
$6.14M +$48.9K +87 +0.8%