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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 %
SCA
1451
STALEY CAPITAL ADVISERS
Pennsylvania
$3.34M
PWP
1452
Principle Wealth Partners
Connecticut
$3.33M +$553K +984 +20%
SAG
1453
SageView Advisory Group
California
$3.33M +$120K +212 +4%
WLPWM
1454
Walled Lake Planning & Wealth Management
Illinois
$3.33M +$1.12K +2 +0%
GLR
1455
Great Lakes Retirement
Ohio
$3.32M +$89.9K +160 +3%
SACTSONJ
1456
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.32M
CWG
1457
Cornerstone Wealth Group
North Carolina
$3.28M -$36.5K -65 -1%
VIPI
1458
Vista Investment Partners II
Indiana
$3.28M +$59.6K +106 +2%
ANTB
1459
AMG National Trust Bank
Colorado
$3.28M -$34.3K -61 -1%
SC
1460
Stance Capital
Massachusetts
$3.27M -$1.22M -2,174 -27%
PMG
1461
ProVise Management Group
Florida
$3.27M -$111K -197 -3%
LIM
1462
Lagoda Investment Management
New York
$3.26M +$832K +1,480 +34%
NS
1463
NBC Securities
Alabama
$3.26M -$1.08M -1,921 -25%
WAM
1464
Weatherly Asset Management
California
$3.26M -$66.3K -118 -2%
HCM
1465
Howard Capital Management
Georgia
$3.25M +$51.7K +92 +2%
SMA
1466
Sage Mountain Advisors
Georgia
$3.25M +$360K +641 +12%
OL
1467
Optas LLC
Texas
$3.25M -$164K -292 -5%
CWP
1468
Concord Wealth Partners
Virginia
$3.24M +$275K +489 +9%
CAMV
1469
Concord Asset Management (Virginia)
Virginia
$3.24M +$458K +815 +16%
TPI
1470
Trust Point Inc
Wisconsin
$3.24M +$527K +937 +19%
EFG
1471
Everhart Financial Group
Ohio
$3.24M +$138K +246 +4%
ADL
1472
Asset Dedication LLC
California
$3.24M +$87.7K +156 +3%
PFG
1473
Putney Financial Group
California
$3.23M -$150K -267 -4%
EFSCE
1474
Enterprise Financial Services Corp (EFSC)
Missouri
$3.23M +$78.7K +140 +2%
LIA
1475
Lynx Investment Advisory
District of Columbia
$3.21M +$4.5K +8 +0.1%