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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 %
VPI
1476
Value Partners Investments
Manitoba, Canada
$3.19M +$186K +331 +6%
NRD
1477
Nebula Research & Development
New York
$3.19M +$1.59M +2,827 +99%
EWM
1478
Elite Wealth Management
Washington
$3.17M -$4.14M -7,368 -57%
GCM
1479
Gables Capital Management
Florida
$3.16M -$152K -270 -5%
ILI
1480
Invesco LLC (Illinois)
Illinois
$3.15M -$169K -300 -5%
KP
1481
Keel Point
Alabama
$3.15M +$300K +534 +11%
JSC
1482
Jackson Square Capital
California
$3.13M -$3.56M -6,332 -53%
EWM
1483
Elmwood Wealth Management
California
$3.12M -$28.1K -50 -0.9%
MAWA
1484
Moss Adams Wealth Advisors
Washington
$3.12M +$300K +533 +11%
KWA
1485
Kingswood Wealth Advisors
California
$3.12M -$40.5K -72 -1%
MWM
1486
Marion Wealth Management
Pennsylvania
$3.12M +$15.7K +28 +0.5%
TRIA
1487
Trail Ridge Investment Advisors
Colorado
$3.11M -$19.8K -35 -0.6%
WCM
1488
WealthBridge Capital Management
Ohio
$3.09M -$16.3K -29 -0.5%
MSS
1489
Mitchell Sinkler & Starr
Pennsylvania
$3.09M +$102K +181 +3%
BWG
1490
Boomfish Wealth Group
Georgia
$3.09M +$48.9K +87 +2%
SWM
1491
Sendero Wealth Management
Texas
$3.08M -$5.06K -9 -0.2%
PP
1492
Patten & Patten
Tennessee
$3.07M -$109K -194 -3%
GIM
1493
Gold Investment Management
Alberta, Canada
$3.06M +$63.7K +113 +2%
KCM
1494
Kerusso Capital Management
North Carolina
$3.06M +$1.69K +3 +0.1%
KIC
1495
Kensington Investment Counsel
California
$3.04M -$10.7K -19 -0.4%
SFG
1496
Sovereign Financial Group
Connecticut
$3.03M +$12.9K +23 +0.4%
TWM
1497
Tolleson Wealth Management
Texas
$3.03M
PSB
1498
Piscataqua Savings Bank
New Hampshire
$3.02M -$84.9K -151 -3%
MSFS
1499
Main Street Financial Solutions
Pennsylvania
$3.02M +$784K +1,395 +35%
VWM
1500
Venturi Wealth Management
Texas
$3.01M -$41.6K -74 -1%