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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 %
IBOK
1351
Independence Bank of Kentucky
Kentucky
$4.13M +$312K +555 +8%
VT
1352
Volterra Technologies
New York
$4.13M +$4.13M +7,345 New
CAAS
1353
Capital Asset Advisory Services
Michigan
$4.12M -$132K -233 -3%
PCS
1354
Personal CFO Solutions
New Jersey
$4.11M -$159K -283 -4%
ST
1355
Smithfield Trust
Pennsylvania
$4.09M -$87.6K -156 -2%
BC
1356
Bridgefront Capital
Texas
$4.08M +$1.15M +2,042 +39%
JCM
1357
Jacobi Capital Management
Pennsylvania
$4.06M +$273K +486 +7%
TWP
1358
Tyche Wealth Partners
Texas
$4.04M -$259K -461 -6%
ST
1359
Spinnaker Trust
Maine
$4.03M +$61.8K +110 +2%
CT
1360
Chicago Trust
Illinois
$4.03M +$1.35M +2,399 +50%
PHM
1361
Prospect Hill Management
New Jersey
$4.02M
CWM
1362
Circle Wealth Management
New Jersey
$4.02M -$562 -1 -0%
SC
1363
Sawyer & Company
Massachusetts
$4M +$88.2K +157 +2%
HBW
1364
Hazlett, Burt & Watson
West Virginia
$4M +$163K +289 +4%
WG
1365
Winton Group
United Kingdom
$3.99M +$3.99M +7,100 New
OCM
1366
Orleans Capital Management
Louisiana
$3.99M -$2.81K -5 -0.1%
DRS
1367
Deane Retirement Strategies
Louisiana
$3.98M +$993K +1,770 +33%
AC
1368
Avestar Capital
New York
$3.98M +$521K +927 +15%
UBG
1369
United Bank (Georgia)
Georgia
$3.98M -$50K -89 -1%
EWA
1370
EverSource Wealth Advisors
Alabama
$3.97M +$224K +399 +6%
PWAM
1371
Papamarkou Wellner Asset Management
New York
$3.96M -$89.9K -160 -2%
BTI
1372
Blue Trust Inc
Georgia
$3.95M +$165K +293 +4%
HSA
1373
HBK Sorce Advisory
Pennsylvania
$3.94M +$228K +406 +6%
AWM
1374
Accurate Wealth Management
Florida
$3.94M -$3.38K -6 -0.1%
VFM
1375
Viking Fund Management
North Dakota
$3.93M