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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 %
RBC
1401
Roble Belko & Company
Pennsylvania
$3.69M -$156K -277 -4%
EWM
1402
Empirical Wealth Management
Washington
$3.67M +$630K +1,121 +21%
SLWA
1403
San Luis Wealth Advisors
California
$3.66M -$533K -949 -13%
NB
1404
NBT Bank
New York
$3.66M -$20.8K -37 -0.6%
SB
1405
Simmons Bank
Arkansas
$3.65M -$52.8K -94 -1%
FCP
1406
Fidelis Capital Partners
Florida
$3.65M +$91.6K +161 +3%
SIA
1407
SeaBridge Investment Advisors
New Jersey
$3.63M +$148K +264 +4%
RAM
1408
Redmond Asset Management
Virginia
$3.62M -$92.7K -165 -2%
PCG
1409
Prosperity Consulting Group
Maryland
$3.61M +$89.3K +159 +3%
WCAMG
1410
Woodard & Company Asset Management Group
North Carolina
$3.61M +$50.6K +90 +1%
CCB
1411
Country Club Bank
Missouri
$3.61M -$54.5K -99 -1%
FFA
1412
Fortune Financial Advisors
Kansas
$3.61M +$58.4K +104 +2%
MC
1413
Mirabaud & Cie
Switzerland
$3.6M +$478K +851 +15%
PF
1414
Prosperitas Financial
California
$3.59M +$203K +361 +6%
CAG
1415
Csenge Advisory Group
Florida
$3.59M -$121K -206 -3%
KLCM
1416
KG&L Capital Management
Louisiana
$3.58M +$2.02M +3,597 +130%
SFA
1417
Semmax Financial Advisors
North Carolina
$3.56M +$5.74K +10 +0.2%
TCA
1418
Teewinot Capital Advisers
New York
$3.55M +$973K +1,732 +38%
KCM
1419
Kendall Capital Management
Maryland
$3.52M -$40.5K -72 -1%
BB
1420
Bell Bank
North Dakota
$3.51M +$94.4K +168 +3%
MW
1421
Maia Wealth
Colorado
$3.5M -$324K -577 -8%
PP
1422
PDS Planning
Ohio
$3.5M +$837K +1,489 +31%
CT
1423
Clearstead Trust
Maine
$3.49M +$353K +629 +11%
CRI
1424
Commonwealth Retirement Investments
Virginia
$3.47M +$1.64M +2,923 +90%
STAS
1425
Strong Tower Advisory Services
Minnesota
$3.47M +$86K +153 +3%