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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 %
SFG
1751
Synergy Financial Group
California
$1.94M -$21.9K -39 -1%
CFA
1752
Cahill Financial Advisors
Minnesota
$1.94M -$27.5K -49 -1%
AWM
1753
Aprio Wealth Management
Georgia
$1.94M -$100K -178 -5%
SCP
1754
Stamos Capital Partners
California
$1.94M +$498K +887 +35%
SFPG
1755
Stonebridge Financial Planning Group
Florida
$1.93M -$54.5K -97 -3%
HT
1756
Heritage Trust
Oklahoma
$1.93M -$78.1K -139 -4%
HAG
1757
HF Advisory Group
Maryland
$1.93M -$184K -327 -9%
PMA
1758
Prudent Man Advisors
Illinois
$1.93M +$482K +857 +33%
AAS
1759
Ameritas Advisory Services
Nebraska
$1.93M -$2.84M -5,057 -60%
FW
1760
FullCircle Wealth
Texas
$1.92M +$11.4K +20 +0.6%
CCFM
1761
Clear Creek Financial Management
Washington
$1.91M -$2.25K -4 -0.1%
TWM
1762
Thrive Wealth Management
Pennsylvania
$1.91M -$21.4K -38 -1%
VST
1763
Van Strum & Towne
California
$1.9M
USB
1764
Union Savings Bank
Connecticut
$1.89M -$11.3K -20 -0.6%
AGC
1765
Aspen Grove Capital
Colorado
$1.89M +$160K +285 +9%
ANBT
1766
American National Bank & Trust
Texas
$1.88M
HCM
1767
HMS Capital Management
Tennessee
$1.87M -$50K -89 -3%
EFG
1768
Ethos Financial Group
Pennsylvania
$1.87M +$86.5K +154 +5%
AL
1769
Aspiriant LLC
California
$1.87M +$123K +219 +7%
WA
1770
WBH Advisory
Maryland
$1.87M +$2.25K +4 +0.1%
CL
1771
CVFG LLC
Indiana
$1.86M -$40.5K -72 -2%
SWP
1772
Semus Wealth Partners
Florida
$1.86M +$43.8K +78 +2%
ACM
1773
AUA Capital Management
Pennsylvania
$1.85M
HNB
1774
Hilltop National Bank
Wyoming
$1.85M +$1.85M +3,297 New
CCA
1775
Corps Capital Advisors
Texas
$1.84M +$8.99K +16 +0.5%