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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 %
CCMG
1651
Clark Capital Management Group
Pennsylvania
$2.33M +$122K +217 +6%
LCM
1652
Liberty Capital Management
Michigan
$2.32M -$7.87K -14 -0.3%
FUBT
1653
First United Bank & Trust
Maryland
$2.31M -$16.9K -30 -0.7%
PL
1654
Perpetual Ltd
Australia
$2.31M -$252K -448 -10%
PCA
1655
Purkiss Capital Advisors
Connecticut
$2.31M +$1.37M +2,433 +145%
AIC
1656
Archer Investment Corporation
Indiana
$2.31M +$243K +433 +12%
SC
1657
Sierra Capital
Florida
$2.31M
PFGIA
1658
Patriot Financial Group Insurance Agency
Massachusetts
$2.31M +$178K +316 +8%
RIA
1659
Richwood Investment Advisors
Ohio
$2.3M +$36.5K +65 +2%
AA
1660
Altman Advisors
Illinois
$2.29M +$8.47K +15 +0.4%
PCOTEOTHU
1661
Provident Company of the Employees of the Hebrew University
Israel
$2.27M
AA
1662
Alta Advisers
United Kingdom
$2.27M
RZH
1663
Relyea Zuckerberg Hanson
Connecticut
$2.27M +$151K +269 +7%
MTC
1664
McDaniel Terry & Co
Texas
$2.27M -$2.81K -5 -0.1%
WIC
1665
Woodmont Investment Counsel
Tennessee
$2.26M -$74.7K -133 -3%
MYIA
1666
Mount Yale Investment Advisors
Colorado
$2.26M -$395K -703 -15%
KLI
1667
Kelman-Lazarov Inc
Tennessee
$2.26M -$22.5K -40 -1%
MYLI
1668
Meiji Yasuda Life Insurance
Japan
$2.26M -$12.3M -21,974 -85%
M2MC
1669
Matthew 25 Management Corp
Pennsylvania
$2.25M -$843K -1,500 -27%
HS
1670
HighVista Strategies
Massachusetts
$2.25M +$169K +300 +8%
SMC
1671
Smith, Moore & Co
Missouri
$2.25M -$199K -354 -8%
CA
1672
Continuum Advisory
Idaho
$2.24M -$147K -261 -6%
EFS
1673
Essex Financial Services
Connecticut
$2.24M +$38.8K +69 +2%
RMC
1674
Resources Management Corp
Connecticut
$2.23M +$1.12K +2 +0.1%
BMWM
1675
Brown Miller Wealth Management
Virginia
$2.23M +$264K +470 +13%