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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 %
SCM
1426
SCS Capital Management
Massachusetts
$3.46M +$244K +434 +8%
AWA
1427
Aaron Wealth Advisors
Illinois
$3.46M +$185K +330 +6%
BTW
1428
Boston Trust Walden
Massachusetts
$3.45M +$7.31K +13 +0.2%
AC
1429
Arjuna Capital
North Carolina
$3.45M -$182K -323 -5%
MA
1430
Mutual Advisors
Nebraska
$3.44M +$287K +505 +9%
OIS
1431
Okabena Investment Services
Minnesota
$3.44M -$1.49M -2,649 -30%
AOWM
1432
Alpha Omega Wealth Management
Virginia
$3.44M -$8.43K -15 -0.2%
MPPLM
1433
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.44M +$198K +353 +6%
PFSC
1434
Peoples Financial Services Corp
Pennsylvania
$3.42M -$189K -337 -5%
SS
1435
Sunbelt Securities
Texas
$3.4M +$151K +287 +5%
CCG
1436
Chatham Capital Group
Georgia
$3.4M +$73.1K +130 +2%
ACM
1437
Alpha Capital Management
Texas
$3.4M -$62.9K -112 -2%
SMF
1438
Scott Marsh Financial
Utah
$3.4M +$3.4M +6,042 New
CWM
1439
Cordatus Wealth Management
Pennsylvania
$3.39M +$8.43K +15 +0.2%
ACL
1440
Applied Capital LLC
Florida
$3.39M +$5.06K +9 +0.1%
SC
1441
Savoie Capital
Illinois
$3.37M
VWM
1442
VCI Wealth Management
Missouri
$3.37M +$260K +463 +8%
PFBT
1443
Parkside Financial Bank & Trust
Missouri
$3.36M +$97.8K +174 +3%
OHIS
1444
Oak Harvest Investment Services
Texas
$3.36M -$98.9K -176 -3%
TC
1445
Tsai Capital
New York
$3.35M -$19.1K -34 -0.6%
SC
1446
Soundwatch Capital
Connecticut
$3.35M +$3.35M +7,712 New
CWM
1447
Centric Wealth Management
Illinois
$3.35M -$217K -378 -6%
DCM
1448
Dudley Capital Management
Virginia
$3.34M
SC
1449
Saturna Capital
Washington
$3.34M -$126K -225 -4%
GFG
1450
Goldstone Financial Group
Illinois
$3.34M +$237K +417 +8%