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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 %
WA
1601
Wealth Alliance
New York
$2.55M -$15.7K -28 -0.6%
TAP
1602
Tounjian Advisory Partners
Florida
$2.55M -$60.3K -110 -2%
MCM
1603
Manchester Capital Management
Vermont
$2.54M -$217K -386 -8%
SWA
1604
Sax Wealth Advisors
New Jersey
$2.53M +$214K +381 +9%
KIM
1605
Kane Investment Management
California
$2.53M -$280K -499 -10%
MBTD
1606
Mechanics Bank - Trust Department
California
$2.53M -$182K -323 -7%
CA
1607
Cullinan Associates
Kentucky
$2.53M -$42.1K -75 -2%
GITFIT
1608
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.53M +$169K +300 +7%
HDA
1609
Harold Davidson & Associates
California
$2.52M -$1.45M -2,589 -37%
PFT
1610
Providence First Trust
Arizona
$2.52M +$115K +205 +5%
CWM
1611
Calamos Wealth Management
Illinois
$2.51M +$23K +41 +0.9%
SNB
1612
Security National Bank
Nebraska
$2.51M
CWM
1613
Compass Wealth Management
Connecticut
$2.51M +$9.55K +17 +0.4%
ESB
1614
Essex Savings Bank
Connecticut
$2.51M +$6.74K +12 +0.3%
QC
1615
Quent Capital
New York
$2.5M +$83.7K +149 +3%
SB
1616
Strategic Blueprint
Georgia
$2.5M +$43.3K +77 +2%
Group One Trading
1617
Group One Trading
Illinois
$2.5M -$9.12M -16,229 -79%
LIA
1618
Limestone Investment Advisors
New York
$2.5M +$2.5M +4,440 New
CST
1619
Charles Schwab Trust
Nevada
$2.49M -$1.22M -2,174 -33%
DGM
1620
Delta Global Management
New York
$2.49M -$177K -315 -7%
MLA
1621
My Legacy Advisors
Oregon
$2.48M +$64.8K +115 +3%
TSW
1622
Three Seasons Wealth
Utah
$2.47M +$5.06K +9 +0.2%
WTC
1623
WhitTier Trust Company
Nevada
$2.47M +$12.4K +22 +0.5%
IA
1624
IFC Advisors
California
$2.46M +$31.5K +56 +1%
GPA
1625
Garrison Point Advisors
California
$2.45M -$125K -223 -5%