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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 %
RGF
1776
Retirement Guys Formula
Ohio
$1.84M +$74.7K +133 +4%
MTIC
1777
Missouri Trust & Investment Company
Missouri
$1.83M -$30.9K -55 -2%
ISWM
1778
Independent Solutions Wealth Management
New York
$1.83M -$24.2K -43 -1%
ACM
1779
Aster Capital Management
United Arab Emirates
$1.83M +$1.83M +3,263 New
JAG
1780
Journey Advisory Group
Kentucky
$1.82M +$184K +327 +11%
SSWM
1781
Sheets Smith Wealth Management
North Carolina
$1.82M +$532K +947 +41%
WAS
1782
Winch Advisory Services
Wisconsin
$1.81M +$13.5K +24 +0.8%
Optiver Holding
1783
Optiver Holding
Netherlands
$1.8M +$700K +1,246 +63%
ZIG
1784
Zuckerman Investment Group
Illinois
$1.8M +$207K +368 +13%
PTP
1785
Platform Technology Partners
New York
$1.8M
ZBNA
1786
Zions Bancorporation, National Association
Utah
$1.79M +$120K +213 +7%
AFS
1787
Aft Forsyth & Sober
Florida
$1.78M +$140K +250 +9%
RLH
1788
RD Lewis Holdings
Florida
$1.78M +$653K +1,163 +58%
CC
1789
Capital Counsel
New York
$1.78M -$108K -193 -6%
FNBSF
1790
First National Bank Sioux Falls
South Dakota
$1.78M -$52.3K -93 -3%
NDSI
1791
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$112K -199 -6%
HC
1792
Hamilton Capital
Ohio
$1.76M -$36K -64 -2%
WPW
1793
Waldron Private Wealth
Pennsylvania
$1.76M -$27K -48 -2%
EI
1794
Ellevest Inc
New York
$1.75M +$12.4K +22 +0.7%
HCP
1795
Holt Capital Partners
Texas
$1.75M
CSI
1796
Cross Staff Investments
New York
$1.75M +$63.5K +113 +4%
LCM
1797
Legato Capital Management
California
$1.75M +$11.2K +20 +0.6%
SHFA
1798
SS&H Financial Advisors
Michigan
$1.74M -$14K -25 -0.8%
CIC
1799
Cornercap Investment Counsel
Georgia
$1.74M -$15.2K -27 -0.9%
ICP
1800
Interchange Capital Partners
Pennsylvania
$1.73M +$21.4K +38 +1%