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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 %
PCP
1726
Proficio Capital Partners
Massachusetts
$2.04M +$327K +582 +19%
BFG
1727
Beacon Financial Group
Texas
$2.04M +$52.3K +93 +3%
PA
1728
Prossimo Advisors
California
$2.04M -$138K -246 -6%
DTL
1729
Dynamic Technology Lab
Singapore
$2.03M +$652K +1,160 +47%
MIC
1730
Means Investment Company
Maine
$2.03M +$87.7K +156 +5%
RWP
1731
Revolve Wealth Partners
New Jersey
$2.03M +$2.25K +4 +0.1%
NF
1732
Nikulski Financial
Iowa
$2.03M -$19.7K -35 -1%
FAM
1733
Formidable Asset Management
Ohio
$2.02M
JHP
1734
James Hambro & Partners
United Kingdom
$2.02M +$49.4K +88 +3%
EFA
1735
Evernest Financial Advisors
Indiana
$2.02M +$15.7K +28 +0.8%
PIA
1736
Pollock Investment Advisors
Michigan
$2.01M -$142K -253 -7%
RFN
1737
RDA Financial Network
Iowa
$2.01M -$3.37K -6 -0.2%
RMDI
1738
R.M. Davis Inc
Maine
$2M +$267K +475 +15%
PWPS
1739
Pinnacle Wealth Planning Services
Ohio
$2M -$15.7K -28 -0.8%
3IP
1740
3Chopt Investment Partners
Virginia
$2M +$210K +374 +12%
CFP
1741
Catalyst Financial Partners
Massachusetts
$2M -$61.3K -109 -3%
HAS
1742
HBW Advisory Services
California
$1.99M +$1.99M +3,538 New
BBA
1743
BLB&B Advisors
Pennsylvania
$1.99M -$43.8K -78 -2%
HI
1744
Harrington Investments
California
$1.98M +$23K +41 +1%
PIA
1745
Prakash Investment Advisors
Massachusetts
$1.97M
PCM
1746
Polymer Capital Management
New York
$1.97M +$1.97M +3,508 New
FFN
1747
Focus Financial Network
Minnesota
$1.97M -$773K -1,375 -28%
AWA
1748
Arete Wealth Advisors
Illinois
$1.96M -$409K -728 -17%
HFA
1749
Hutchinson Financial Advisors
Virginia
$1.96M +$1.96M +3,581 New
WAG
1750
Wallace Advisory Group
California
$1.95M -$64.7K -118 -3%