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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 %
SCM
1901
Schnieders Capital Management
California
$1.43M +$112K +200 +9%
NAS
1902
NWF Advisory Services
California
$1.43M +$852K +1,516 +147%
QWM
1903
Quadcap Wealth Management
Texas
$1.43M -$35.4K -63 -2%
GF
1904
Gries Financial
Ohio
$1.43M +$214K +380 +18%
MGAM
1905
McGowan Group Asset Management
Texas
$1.43M +$11.8K +21 +0.8%
WKWM
1906
Walter & Keenan Wealth Management
Indiana
$1.43M +$156K +277 +12%
BWM
1907
Buckley Wealth Management
Nevada
$1.42M -$8.43K -15 -0.6%
CM
1908
Churchill Management
California
$1.42M -$23K -41 -2%
WCM
1909
Wallace Capital Management
Texas
$1.42M
TI
1910
TrueMark Investments
Illinois
$1.42M +$1.42M +2,522 New
MWM
1911
MOKAN Wealth Management
Kansas
$1.42M +$83.6K +149 +6%
GAA
1912
Global Assets Advisory
Florida
$1.42M -$26.5K -47 -2%
PWM
1913
Prentice Wealth Management
New York
$1.41M -$67.4K -120 -5%
HFS
1914
Howard Financial Services
Texas
$1.41M -$11.2K -20 -0.8%
OC
1915
Oakworth Capital
Alabama
$1.41M +$107K +191 +8%
EAM
1916
Evanson Asset Management
California
$1.41M
CP
1917
Clarendon Private
Massachusetts
$1.4M -$220K -392 -14%
DBRC
1918
D.B. Root & Company
Pennsylvania
$1.4M -$23K -41 -2%
MFG
1919
MidWestOne Financial Group
Iowa
$1.4M +$193K +343 +16%
BCM
1920
Boltwood Capital Management
California
$1.4M +$160K +284 +13%
VC
1921
Veracity Capital
Georgia
$1.4M -$5.62K -10 -0.4%
ACMA
1922
Arbor Capital Management (Alaska)
Alaska
$1.4M -$113K -198 -8%
LIM
1923
Letson Investment Management
Georgia
$1.39M
CH
1924
Cromwell Holdings
Wyoming
$1.39M
DA
1925
Doliver Advisors
Texas
$1.39M -$39.3K -70 -3%