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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 %
CSP
1376
Cary Street Partners
Virginia
$3.92M +$187K +332 +5%
AWM
1377
Angeles Wealth Management
California
$3.92M +$380K +677 +11%
EBT
1378
Enterprise Bank & Trust
Massachusetts
$3.9M +$3.93K +7 +0.1%
RCA
1379
Resonant Capital Advisors
Wisconsin
$3.87M +$317K +564 +9%
WAP
1380
Wealthcare Advisory Partners
Pennsylvania
$3.86M +$29.8K +53 +0.8%
NC
1381
NBW Capital
Massachusetts
$3.86M +$61.8K +110 +2%
CIG
1382
Cullen Investment Group
Louisiana
$3.86M -$393K -700 -9%
CFS
1383
CRA Financial Services
New Jersey
$3.84M -$48.9K -87 -1%
CCM
1384
Cox Capital Management
Massachusetts
$3.82M -$70.8K -126 -2%
TCA
1385
Transcend Capital Advisors
New Jersey
$3.82M -$219K -389 -5%
ACM
1386
Accent Capital Management
Ohio
$3.81M -$30.3K -54 -0.8%
MCM
1387
MV Capital Management
Maryland
$3.8M -$105K -187 -3%
SPG
1388
Strategic Planning Group
Utah
$3.8M +$161K +287 +4%
HIC
1389
Holderness Investments Company
North Carolina
$3.79M +$322K +573 +9%
DWAM
1390
Duncan Williams Asset Management
Tennessee
$3.78M +$73.6K +131 +2%
BOH
1391
Bank of Hawaii
Hawaii
$3.77M -$20.8K -37 -0.5%
NL
1392
NVWM LLC
Pennsylvania
$3.75M +$27K +48 +0.7%
NB
1393
Nicolet Bankshares
Wisconsin
$3.74M -$82K -146 -2%
MA
1394
MONECO Advisors
Connecticut
$3.73M +$2.13M +3,794 +133%
HCM
1395
Howland Capital Management
Massachusetts
$3.73M +$59K +105 +2%
JWCA
1396
J.W. Coons Advisors
Ohio
$3.73M +$1.62M +2,880 +77%
SWM
1397
Segment Wealth Management
Texas
$3.72M +$111K +197 +3%
OSNBOA
1398
Old Second National Bank of Aurora
Illinois
$3.71M -$10.7K -19 -0.3%
MA
1399
Modus Advisors
Minnesota
$3.71M +$18.5K +33 +0.5%
APIM
1400
Agate Pass Investment Management
Washington
$3.7M -$32.6K -58 -0.9%