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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 %
SHGA
1876
Sand Hill Global Advisors
California
$1.52M +$29.8K +53 +2%
WAAG
1877
Wealth Alliance Advisory Group
Kansas
$1.51M +$65.2K +116 +5%
PAG
1878
Paladin Advisory Group
Iowa
$1.51M
BWM
1879
BNC Wealth Management
Oregon
$1.5M -$11.8K -21 -0.8%
IP
1880
Intellectus Partners
California
$1.5M
PWA
1881
Providence Wealth Advisors
Illinois
$1.49M +$41.8K +75 +3%
CC
1882
Centiva Capital
New York
$1.49M +$1.49M +2,647 New
ANB
1883
Amarillo National Bank
Texas
$1.48M
SMA
1884
Seven Mile Advisory
New Jersey
$1.47M -$29.2K -52 -2%
BAM
1885
Beaumont Asset Management
Texas
$1.47M +$19.1K +34 +1%
GS
1886
GTS Securities
New York
$1.47M -$722K -1,284 -33%
SIM
1887
Sentry Investment Management
Wisconsin
$1.47M -$18K -32 -1%
PCM
1888
Pointe Capital Management
Michigan
$1.46M
SA
1889
Sovran Advisors
California
$1.46M +$88.3K +157 +6%
PWMG
1890
Prestige Wealth Management Group
New Jersey
$1.46M -$18K -32 -1%
VIA
1891
Virtus Investment Advisers
Connecticut
$1.46M
JJBC
1892
James J. Burns & Company
New York
$1.46M -$2.81K -5 -0.2%
AC
1893
AlphaCore Capital
California
$1.45M +$535K +951 +58%
FNBOH
1894
First National Bank of Hutchinson
Kansas
$1.45M +$11.8K +21 +0.8%
CM
1895
Cercano Management
Washington
$1.45M
DWM
1896
Drive Wealth Management
Utah
$1.44M -$12.4K -22 -0.9%
EWS
1897
Evergreen Wealth Solutions
Pennsylvania
$1.44M +$192K +341 +15%
SP
1898
Stablepoint Partners
Massachusetts
$1.44M -$73.6K -131 -5%
SFG
1899
SevenBridge Financial Group
Pennsylvania
$1.44M -$6.32K -11 -0.4%
CWM
1900
Chesapeake Wealth Management
Virginia
$1.44M +$7.31K +13 +0.5%