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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 %
KWM
1576
Kingsman Wealth Management
Florida
$2.66M +$32K +57 +1%
CWM
1577
Chemistry Wealth Management
New York
$2.66M +$19.1K +34 +0.7%
SAW
1578
Signal Advisors Wealth
Michigan
$2.66M +$1.68M +2,989 +172%
HP
1579
Hilltop Partners
Indiana
$2.65M +$326K +581 +14%
AMCA
1580
Arthur M. Cohen & Associates
Illinois
$2.65M +$33.7K +60 +1%
BWP
1581
Balboa Wealth Partners
Arizona
$2.65M -$133K -236 -5%
FMII
1582
Farmers & Merchants Investments Inc
Nebraska
$2.65M -$962K -1,712 -27%
WI
1583
WrapManager Inc
California
$2.65M -$145K -258 -5%
BA
1584
Bellwether Advisors
Nebraska
$2.65M +$2.55M +4,534 +2,505%
CWS
1585
Confluence Wealth Services
Pennsylvania
$2.64M
SWA
1586
Stratos Wealth Advisors
Ohio
$2.63M +$6.74K +12 +0.3%
SL
1587
SFM LLC
New Hampshire
$2.63M -$214K -381 -8%
FAB
1588
First American Bank
Illinois
$2.63M +$212K +378 +9%
AWM
1589
Aviso Wealth Management
Washington
$2.62M +$818K +1,456 +45%
SFC
1590
SYM Financial Corp
Indiana
$2.62M +$118K +210 +5%
NAS
1591
Nicolet Advisory Services
Wisconsin
$2.62M -$110K -196 -4%
PSP
1592
Principal Street Partners
Tennessee
$2.62M +$1.19M +2,124 +84%
SRA
1593
Secured Retirement Advisors
Minnesota
$2.62M +$297K +528 +13%
RWB
1594
RMR Wealth Builders
New Jersey
$2.62M +$102K +181 +4%
PA
1595
Procyon Advisors
Connecticut
$2.6M -$1.96M -3,490 -43%
SC
1596
Sepio Capital
Utah
$2.6M -$74.8K -133 -3%
DC
1597
DeDora Capital
California
$2.58M +$562 +1 +0%
LNB
1598
Ledyard National Bank
$2.57M -$39.3K -70 -2%
WWM
1599
WT Wealth Management
Arizona
$2.57M -$336K -598 -12%
NG
1600
Novem Group
New York
$2.55M -$333K -592 -12%