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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 %
CG
1951
Corundum Group
Colorado
$1.35M +$405K +721 +43%
ICP
1952
Impact Capital Partners
Colorado
$1.34M +$24.2K +43 +2%
TCPW
1953
Twin City Private Wealth
North Carolina
$1.34M -$193K -344 -13%
CSIC
1954
Clifford Swan Investment Counsel
California
$1.34M -$42.1K -75 -3%
CAL
1955
Capital Advisors Ltd
Ohio
$1.34M +$6.18K +11 +0.5%
PIA
1956
Perennial Investment Advisors
California
$1.34M +$41.6K +74 +3%
WCM
1957
Whitener Capital Management
North Carolina
$1.34M +$3.93K +7 +0.3%
NWM
1958
Northcape Wealth Management
New York
$1.34M +$1.69K +3 +0.1%
PTC
1959
Provident Trust Company
Wisconsin
$1.34M
PWAM
1960
Private Wealth Asset Management
Iowa
$1.33M +$121K +215 +10%
DA
1961
Detalus Advisors
Missouri
$1.33M -$15.2K -27 -1%
C1AG
1962
Client 1st Advisory Group
Florida
$1.32M -$3.37K -6 -0.3%
FAM
1963
Fred Alger Management
New York
$1.32M +$1.32M +2,356 New
CFP
1964
Cascade Financial Partners
California
$1.32M
USWIA
1965
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.32M -$11.2K -20 -0.8%
CWA
1966
Crux Wealth Advisors
California
$1.32M +$236K +420 +22%
MI
1967
Motiv8 Investments
Florida
$1.32M +$128K +227 +11%
OWCM
1968
One Wealth Capital Management
Arizona
$1.32M -$1.69K -3 -0.1%
MWM
1969
Modern Wealth Management
Kansas
$1.31M +$1.12K +2 +0.1%
ITIM
1970
Indiana Trust & Investment Management
Indiana
$1.31M +$36K +64 +3%
FLI
1971
Family Legacy Inc
South Carolina
$1.31M -$4.5K -8 -0.3%
BB
1972
Berkshire Bank
Massachusetts
$1.31M -$251K -446 -16%
ARMT
1973
Amica Retiree Medical Trust
Rhode Island
$1.31M -$95.5K -170 -7%
LI
1974
LRI Investments
Florida
$1.3M +$6.74K +12 +0.5%
TNBTD
1975
Trustmark National Bank Trust Department
Mississippi
$1.3M +$162K +289 +14%