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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 %
SAM
1201
Synergy Asset Management
Washington
$5.58M +$219K +389 +4%
PTC
1202
Private Trust Company
Ohio
$5.57M -$254K -452 -4%
PWCM
1203
Processus Wealth & Capital Management
Tennessee
$5.57M +$153K +272 +3%
JRP
1204
Jasper Ridge Partners
California
$5.55M
RCM
1205
RB Capital Management
Nevada
$5.55M +$155K +276 +3%
SCM
1206
Stevens Capital Management
Pennsylvania
$5.54M +$1.79M +3,191 +48%
SWP
1207
Sagespring Wealth Partners
Tennessee
$5.51M +$665K +1,183 +14%
MCA
1208
Martin Capital Advisors
Texas
$5.51M +$45.5K +81 +0.8%
SPC
1209
Sigma Planning Corp
Michigan
$5.51M +$212K +377 +4%
HI
1210
Harbour Investments
Wisconsin
$5.49M +$67.4K +120 +1%
AIM
1211
Alphinity Investment Management
Australia
$5.49M -$970K -1,727 -15%
CAU
1212
Caxton Associates (UK)
$5.48M +$3.51M +6,243 +178%
GP
1213
Greenline Partners
New York
$5.46M +$25.3K +45 +0.5%
MF
1214
Magnetar Financial
Illinois
$5.45M -$3.51M -6,238 -39%
ATPW
1215
Ashton Thomas Private Wealth
Arizona
$5.42M +$375K +668 +7%
CUAMC
1216
China Universal Asset Management Company
China
$5.42M -$3.8M -6,757 -41%
NFC
1217
Northeast Financial Consultants
Connecticut
$5.39M
BC
1218
Burney Company
Virginia
$5.38M +$3.21M +5,710 +148%
IFWM
1219
Institute for Wealth Management
Colorado
$5.36M -$29.8K -53 -0.6%
TAM
1220
Trust Asset Management
Texas
$5.31M
RBA
1221
Richard Bernstein Advisors
New York
$5.31M
LS
1222
Leelyn Smith
Illinois
$5.3M -$36K -64 -0.7%
LAM
1223
Lynch Asset Management
Pennsylvania
$5.3M +$1.4M +2,500 +36%
BCM
1224
Bretton Capital Management
California
$5.27M
LAM
1225
LOM Asset Management
$5.27M +$5.27M +9,373 New