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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 %
MIA
1526
MeadowBrook Investment Advisors
Michigan
$2.84M -$40.5K -72 -1%
HR
1527
Hardy Reed
Mississippi
$2.84M +$10.7K +19 +0.4%
CA
1528
Cannon Advisors
North Carolina
$2.84M -$84.9K -151 -3%
PL
1529
Plancorp LLC
Missouri
$2.83M -$242K -430 -8%
NCGI
1530
Next Century Growth Investors
Minnesota
$2.83M +$1.12K +2 +0%
WG
1531
Wealth Group
North Carolina
$2.83M -$517K -920 -15%
CWM
1532
Cornerstone Wealth Management
Missouri
$2.83M +$279K +496 +11%
NHT
1533
New Hampshire Trust
New Hampshire
$2.82M -$79.2K -141 -3%
AA
1534
Apriem Advisors
California
$2.82M
MC
1535
Martin & Co
Tennessee
$2.82M +$10.7K +19 +0.4%
MFA
1536
Mayflower Financial Advisors
Massachusetts
$2.81M +$46.6K +83 +2%
CIM
1537
CIM Investment Management
Pennsylvania
$2.81M +$1.41M +2,582 +100%
SC
1538
SummitTX Capital
Texas
$2.81M -$736K -1,309 -21%
BLAM
1539
Bourne Lent Asset Management
New York
$2.81M
VFA
1540
Voya Financial Advisors
Connecticut
$2.8M -$512K -931 -15%
QPW
1541
Quantum Private Wealth
Florida
$2.8M -$14.6K -26 -0.5%
FHA
1542
First Horizon Advisors
Tennessee
$2.8M +$104K +185 +4%
C
1543
Certuity
Florida
$2.79M +$2.81K +5 +0.1%
QWP
1544
Quotient Wealth Partners
Texas
$2.79M +$115K +205 +4%
CAM
1545
Clark Asset Management
New Hampshire
$2.79M -$38.8K -69 -1%
WP
1546
WealthPLAN Partners
Nebraska
$2.78M -$1.27M -2,268 -31%
FIM
1547
Freedom Investment Management
Connecticut
$2.76M -$251K -446 -8%
UW
1548
Unique Wealth
Florida
$2.76M +$110K +196 +4%
HL
1549
HeadInvest LLC
Maine
$2.75M -$338K -602 -11%
RA
1550
Rockingstone Advisors
Massachusetts
$2.74M +$64.1K +114 +2%