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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 %
KWM
1801
Koa Wealth Management
California
$1.72M -$11.8K -21 -0.7%
SOW
1802
State of Wyoming
Wyoming
$1.71M -$1.93M -3,440 -53%
PPA
1803
Pacific Point Advisors
California
$1.71M +$24.7K +44 +1%
EA
1804
Everpar Advisors
Oklahoma
$1.71M -$74.7K -133 -4%
HKIMG
1805
Hutchens & Kramer Investment Management Group
Indiana
$1.71M -$85.8K -152 -5%
CBTWT
1806
Community Bank & Trust (Waco, Texas)
Texas
$1.7M -$10.1K -18 -0.6%
OFS
1807
Orrstown Financial Services
Pennsylvania
$1.7M +$88.8K +158 +6%
RCM
1808
Ratan Capital Management
Florida
$1.7M
RIG
1809
RiverFront Investment Group
Virginia
$1.7M +$112K +200 +7%
ACM
1810
Aljian Capital Management
Nevada
$1.7M +$562 +1 +0%
KIA
1811
KCM Investment Advisors
California
$1.69M -$497K -885 -23%
AIM
1812
Acropolis Investment Management
Missouri
$1.68M +$18K +32 +1%
KA
1813
Kovack Advisors
Florida
$1.68M +$102K +182 +6%
BCM
1814
Buckhead Capital Management
Georgia
$1.68M -$5.06K -9 -0.3%
RIA
1815
Regal Investment Advisors
Michigan
$1.67M +$841K +1,496 +102%
FGA
1816
Fortis Group Advisors
New Jersey
$1.67M -$234K -413 -12%
ECA
1817
Elevated Capital Advisors
Utah
$1.66M
II
1818
Impact Investors
California
$1.66M -$1.12K -2 -0.1%
HI
1819
Harper Investing
California
$1.65M -$16.9K -30 -1%
RCG
1820
Regatta Capital Group
California
$1.65M +$22.5K +40 +1%
FNT
1821
First National Trust
Pennsylvania
$1.65M -$24.2K -43 -1%
TIA
1822
Trust Investment Advisors
Indiana
$1.65M -$66.3K -118 -4%
FFA
1823
Florida Financial Advisors
Florida
$1.65M +$344K +613 +26%
HBT
1824
Heartland Bank & Trust
Illinois
$1.65M -$15.2K -27 -0.9%
PFA
1825
Professional Financial Advisors
Nebraska
$1.64M +$11.8K +21 +0.7%