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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 %
GA
1701
Guerra Advisors
Florida
$2.12M +$347K +617 +20%
MC
1702
Middleton & Co
Massachusetts
$2.12M +$98.3K +175 +5%
CIM
1703
Cambria Investment Management
California
$2.12M +$2.12M +3,771 New
HWA
1704
HCR Wealth Advisors
California
$2.12M -$41.6K -74 -2%
LWA
1705
Lantern Wealth Advisors
New York
$2.11M +$2.11M +3,959 New
LFA
1706
Legacy Financial Advisors
Kentucky
$2.11M -$11.8K -21 -0.6%
RSWM
1707
Robertson Stephens Wealth Management
California
$2.11M +$826K +1,470 +64%
RA
1708
Ransom Advisory
Rhode Island
$2.11M +$53.4K +95 +3%
VA
1709
Valmark Advisers
Ohio
$2.11M +$69.1K +123 +3%
GIM
1710
Generali Investments Management
Slovenia
$2.11M +$561K +999 +36%
SSWM
1711
Strait & Sound Wealth Management
California
$2.11M -$20.2K -36 -1%
CWP
1712
Curated Wealth Partners
California
$2.1M +$562 +1 +0%
PIM
1713
Platinum Investment Management
Australia
$2.09M -$854K -1,520 -29%
CC
1714
Copperleaf Capital
North Carolina
$2.08M -$16.9K -30 -0.8%
MFGM
1715
Marshall Financial Group (Maryland)
Maryland
$2.08M -$213K -377 -9%
DF
1716
Dunhill Financial
United Kingdom
$2.08M +$691K +1,791 +50%
AF
1717
Arrow Financial
New York
$2.07M -$50.6K -90 -2%
AWMT
1718
AAFMAA Wealth Management & Trust
North Carolina
$2.06M -$228K -406 -10%
TPW
1719
Transatlantique Private Wealth
New York
$2.06M +$25.9K +46 +1%
GWS
1720
Greykasell Wealth Strategies
California
$2.06M +$17.4K +31 +0.9%
CIAS
1721
Capital Investment Advisory Services
North Carolina
$2.05M +$280K +499 +16%
NMG
1722
New Millennium Group
Utah
$2.05M +$1.78M +3,167 +670%
LAM
1723
L2 Asset Management
Massachusetts
$2.05M +$97.2K +173 +5%
ACI
1724
Alpha Cubed Investments
California
$2.04M -$136K -242 -6%
FIC
1725
FCG Investment Company
Tennessee
$2.04M -$429K -763 -17%