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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 %
APA
1676
Astoria Portfolio Advisors
New York
$2.22M -$77.8K -138 -3%
LCC
1677
Lincoln Capital Corp
Rhode Island
$2.22M +$8.43K +15 +0.4%
LA
1678
LM Advisors
California
$2.22M -$369K -657 -14%
CF
1679
Copperwynd Financial
Arizona
$2.21M -$215K -382 -9%
MKA
1680
M. Kulyk & Associates
Georgia
$2.21M +$57.3K +102 +3%
BCM
1681
Barden Capital Management
Texas
$2.2M -$56.8K -101 -3%
CFG
1682
Cooper Financial Group
California
$2.2M -$347K -618 -14%
SB
1683
SIG Brokerage
New York
$2.18M +$2.18M +3,884 New
GVAG
1684
Great Valley Advisor Group
Delaware
$2.18M +$100K +178 +5%
GAG
1685
GM Advisory Group
New York
$2.17M +$642K +1,142 +42%
CFO
1686
CVA Family Office
Colorado
$2.16M +$16.9K +30 +0.8%
HAFG
1687
Hansen & Associates Financial Group
California
$2.15M +$2.15M +3,915 New
CCA
1688
Cobblestone Capital Advisors
New York
$2.15M
FMLI
1689
Fukoku Mutual Life Insurance
Japan
$2.15M -$51.1K -91 -2%
RA
1690
RiverPark Advisors
New York
$2.15M +$25.3K +45 +1%
AG
1691
Algert Global
California
$2.15M -$79.8K -142 -4%
AO
1692
Advisor OS
Illinois
$2.15M -$97.8K -174 -4%
4WM
1693
44 Wealth Management
Oregon
$2.14M -$6.18K -11 -0.3%
SFP
1694
Shepherd Financial Partners
Massachusetts
$2.14M +$15.7K +28 +0.7%
BBP
1695
Banco BTG Pactual
Brazil
$2.14M +$2.14M +3,800 New
WP
1696
WealthShield Partners
North Carolina
$2.13M +$87.7K +156 +4%
OFW
1697
Omnia Family Wealth
Florida
$2.13M +$110K +196 +5%
BFA
1698
Beaumont Financial Advisors
Massachusetts
$2.13M +$312K +556 +17%
CSPIA
1699
Cary Street Partners Investment Advisory
Virginia
$2.13M +$238K +423 +13%
V
1700
VeraBank
Texas
$2.12M +$28.1K +50 +1%