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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 %
AT
1501
Avalon Trust
New Mexico
$3.01M +$111K +197 +4%
TCG
1502
Tremblant Capital Group
Florida
$3.01M +$78.7K +140 +3%
AEPWM
1503
Atlantic Edge Private Wealth Management
Florida
$3.01M -$144K -256 -5%
SA
1504
Strategic Advisors
New York
$3.01M -$163K -290 -5%
IIM
1505
Intact Investment Management
Quebec, Canada
$3M +$1.54M +2,736 +105%
BCM
1506
Bayesian Capital Management
New York
$2.99M +$2.99M +5,317 New
Koshinski Asset Management
1507
Koshinski Asset Management
Illinois
$2.98M -$150K -267 -5%
VWA
1508
Visionary Wealth Advisors
Illinois
$2.98M -$149K -266 -5%
GCGDR
1509
Geo Capital Gestora de Recursos
Brazil
$2.98M +$836K +1,488 +39%
KIM
1510
Kestra Investment Management
Texas
$2.97M +$1.62M +2,907 +119%
FPCP
1511
Fort Point Capital Partners
California
$2.97M +$245K +436 +9%
SSI
1512
Scott & Selber Inc
Texas
$2.97M +$18K +32 +0.6%
SI
1513
Scharf Investments
California
$2.96M +$241K +428 +9%
SSA
1514
SSA Swiss Advisors
$2.96M -$349K -620 -11%
EFM
1515
Eley Financial Management
Vermont
$2.94M +$29.2K +52 +1%
LAM
1516
LECAP Asset Management
United Kingdom
$2.93M +$2.93M +5,220 New
PRS
1517
Pinkerton Retirement Specialists
Idaho
$2.91M -$39.3K -70 -1%
FAM
1518
Fulcrum Asset Management
United Kingdom
$2.91M +$2.91M +5,170 New
IPW
1519
Inlet Private Wealth
Florida
$2.9M
FMTC
1520
Farmers & Merchants Trust Company
California
$2.9M +$476K +847 +20%
S
1521
SimplyRich
California
$2.9M
LFG
1522
Larson Financial Group
Missouri
$2.9M +$602K +1,071 +26%
TCM
1523
Twin Capital Management
Pennsylvania
$2.88M +$266K +473 +10%
IC
1524
Iconiq Capital
California
$2.86M +$453K +806 +19%
PPWP
1525
Premier Path Wealth Partners
New Jersey
$2.85M +$207K +368 +8%