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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 %
BCM
1926
Boreal Capital Management
Florida
$1.39M +$1.39M +2,478 New
WW
1927
Waterfront Wealth
Kansas
$1.39M +$161K +286 +13%
DW30
1928
Drucker Wealth 3.0
New Jersey
$1.39M -$393K -696 -22%
LAI
1929
Legal Advantage Investments
California
$1.39M
GWA
1930
Gratus Wealth Advisors
Virginia
$1.39M -$7.87K -14 -0.6%
BWP
1931
BSW Wealth Partners
Colorado
$1.38M +$112K +200 +9%
OBWG
1932
Onyx Bridge Wealth Group
New York
$1.38M -$269K -478 -16%
RSA
1933
River Street Advisors
Illinois
$1.38M +$69.7K +124 +5%
MAWCM
1934
Mine & Arao Wealth Creation & Management
California
$1.38M -$9.55K -17 -0.7%
SOAMC
1935
Spirit of America Management Corp
New York
$1.38M
SI
1936
Seeds Investor
New York
$1.37M -$71.9K -128 -5%
OLVIG
1937
Oliver Lagore Vanvalin Investment Group
Michigan
$1.37M +$1.37M +2,505 New
VCM
1938
Versant Capital Management
Arizona
$1.37M +$85.4K +152 +7%
MCC
1939
Money Concepts Capital
Florida
$1.37M +$351K +624 +34%
OFA
1940
Oak Family Advisors
Illinois
$1.37M -$8.43K -15 -0.6%
MA
1941
MJP Associates
Connecticut
$1.37M +$128K +228 +10%
BPWM
1942
Badgley Phelps Wealth Managers
Washington
$1.37M -$51.1K -91 -4%
VAG
1943
VisionPoint Advisory Group
Texas
$1.37M +$697K +1,240 +104%
BCA
1944
Bay Colony Advisors
Massachusetts
$1.37M -$20.2K -36 -1%
SWM
1945
SeaCrest Wealth Management
New York
$1.36M -$225K -400 -14%
CFSG
1946
Clark Financial Services Group
Missouri
$1.36M +$62.4K +111 +5%
CP
1947
Castleview Partners
Texas
$1.36M +$2.81K +5 +0.2%
EWM
1948
EPG Wealth Management
Georgia
$1.35M -$33.2K -59 -2%
GWANC
1949
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35M +$2.25K +4 +0.2%
RFS
1950
Richardson Financial Services
Massachusetts
$1.35M +$11.3K +20 +0.8%