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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 %
BOC
1326
Barbara Oil Co
Illinois
$4.43M
IC
1327
Inkwell Capital
Florida
$4.43M -$56.2K -100 -1%
CPW
1328
Cove Private Wealth
New York
$4.42M +$1.38M +2,450 +45%
WBC
1329
West Branch Capital
Massachusetts
$4.42M +$111K +198 +3%
LA
1330
LVW Advisors
New York
$4.42M +$414K +736 +10%
SFO
1331
Stenger Family Office
Illinois
$4.41M +$4.41M +7,886 New
NW
1332
Naviter Wealth
Arkansas
$4.41M -$267K -475 -6%
BG
1333
Bahl & Gaynor
Ohio
$4.4M +$47.2K +84 +1%
FA
1334
Fiduciary Alliance
South Carolina
$4.39M +$93.8K +167 +2%
IIA
1335
IPG Investment Advisors
California
$4.39M -$18.5K -33 -0.4%
YWM
1336
Yukon Wealth Management
Kansas
$4.36M +$20.8K +37 +0.5%
PAM
1337
Peak Asset Management
Colorado
$4.33M -$51.1K -91 -1%
AWAU
1338
Alliance Wealth Advisors (Utah)
Utah
$4.33M -$403K -718 -9%
IDP
1339
In-Depth Partners
Florida
$4.31M -$954K -1,698 -18%
SI
1340
Symmetry Investments
Jersey
$4.27M +$4.27M +7,600 New
KA
1341
Klingman & Associates
New York
$4.23M +$180K +321 +4%
SIA
1342
Soltis Investment Advisors
Utah
$4.21M -$1.45M -2,577 -26%
GTAM
1343
Global Trust Asset Management
Florida
$4.18M +$212K +377 +5%
BEC
1344
Blue Edge Capital
Virginia
$4.18M -$5.06K -9 -0.1%
AAP
1345
Arax Advisory Partners
Colorado
$4.17M +$3.93K +7 +0.1%
JSW
1346
Journey Strategic Wealth
New Jersey
$4.17M +$1.61M +2,870 +63%
HFRG
1347
Houlihan Financial Resource Group
Virginia
$4.15M -$63.7K -113 -2%
CCM
1348
Cohen Capital Management
California
$4.14M
FFA
1349
Fairfield Financial Advisors
Massachusetts
$4.14M -$18K -32 -0.4%
AI
1350
AXS Investments
New York
$4.14M -$1.37M -2,445 -25%