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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 %
PMWMG
1551
Parr McKnight Wealth Management Group
Minnesota
$2.74M +$16.9K +30 +0.6%
SCA
1552
Sander Capital Advisors
Washington
$2.74M +$28.1K +50 +1%
WFI
1553
West Family Investments
California
$2.73M +$1.08M +1,915 +65%
CCS
1554
Concentric Capital Strategies
Connecticut
$2.73M -$5.72M -10,180 -68%
IDA
1555
Intelligence Driven Advisers
California
$2.72M +$915K +1,628 +51%
FFM
1556
Forum Financial Management
Illinois
$2.72M +$224K +398 +9%
PP
1557
Patron Partners
Texas
$2.72M -$27K -48 -1%
NIA
1558
NIA Impact Advisors
California
$2.71M +$12.9K +23 +0.5%
SA
1559
SRN Advisors
Pennsylvania
$2.71M +$194K +346 +8%
SCI
1560
Stableford Capital II
Arizona
$2.7M -$79.6K -140 -3%
CCM
1561
Chilton Capital Management
Texas
$2.7M +$128K +227 +5%
NWM
1562
NRI Wealth Management
California
$2.7M +$64.1K +114 +2%
PA
1563
PFG Advisors
Arizona
$2.7M +$562K +1,001 +26%
TTIC
1564
Tower Trust & Investment Company
Iowa
$2.69M +$51.7K +92 +2%
AF
1565
Advisornet Financial
Minnesota
$2.69M -$25.3K -45 -0.9%
OIA
1566
Optimum Investment Advisors
Illinois
$2.68M -$13.5K -24 -0.5%
CP
1567
Canopy Partners
Ohio
$2.68M +$88.8K +158 +3%
SAM
1568
S.A. Mason
Michigan
$2.68M -$121K -216 -4%
IA
1569
IFG Advisory
Georgia
$2.67M -$358K -637 -12%
Financial Engines Advisors
1570
Financial Engines Advisors
California
$2.67M +$1.54M +2,737 +136%
NHC
1571
Nicholas Hoffman & Company
Georgia
$2.67M -$72.5K -129 -3%
BDA
1572
Borer Denton & Associates
Pennsylvania
$2.67M +$206K +367 +8%
REMPR
1573
Roof Eidam Maycock Peralta (REMP)
California
$2.66M
AWM
1574
Able Wealth Management
New Jersey
$2.66M +$13.5K +24 +0.5%
AFP
1575
Ausdal Financial Partners
Iowa
$2.66M +$135K +241 +5%