MA icon

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 %
ICM
1976
IMS Capital Management
Oregon
$1.3M -$67.4K -120 -5%
SPWG
1977
Syntegra Private Wealth Group
Missouri
$1.3M +$6.18K +11 +0.5%
NP
1978
Nilsine Partners
Colorado
$1.3M -$105K -186 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
1979
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.29M -$68K -121 -5%
ARG
1980
Advisory Resource Group
Oklahoma
$1.29M +$23.6K +42 +2%
NFA
1981
Northern Financial Advisors
Michigan
$1.28M -$11.8K -21 -0.9%
LAM
1982
Lifestyle Asset Management
Texas
$1.28M +$39.3K +70 +3%
BPW
1983
Bingham Private Wealth
California
$1.28M +$28.1K +50 +2%
SIA
1984
SkyView Investment Advisors
New Jersey
$1.28M +$40.3K +73 +3%
FHC
1985
First Heartland Consultants
Missouri
$1.28M +$162K +289 +15%
ONST
1986
Old North State Trust
North Carolina
$1.28M +$220K +392 +21%
PIA
1987
Pinion Investment Advisors
Kansas
$1.28M +$10.1K +18 +0.8%
FFO
1988
Fiduciary Family Office
Florida
$1.28M -$32K -57 -2%
MMM
1989
Mendel Money Management
Illinois
$1.28M -$22.5K -40 -2%
PWM
1990
Pines Wealth Management
North Carolina
$1.27M +$245K +431 +24%
MGWM
1991
Marks Group Wealth Management
Minnesota
$1.27M
TWP
1992
Triad Wealth Partners
Kansas
$1.27M +$276K +492 +28%
EAM
1993
Empirical Asset Management
Massachusetts
$1.27M +$165K +293 +15%
LGA
1994
Lebenthal Global Advisors
New York
$1.27M +$281K +500 +28%
IW
1995
IronOak Wealth
Texas
$1.27M +$1.27M +2,257 New
TCM
1996
Teza Capital Management
Illinois
$1.27M +$296K +526 +30%
AWE
1997
Avidian Wealth Enterprises
Texas
$1.27M +$133K +236 +12%
NGA
1998
Naples Global Advisors
Florida
$1.27M +$149K +265 +13%
AGWCA
1999
Annis Gardner Whiting Capital Advisors
Florida
$1.26M +$77K +137 +6%
PDL
2000
Portfolio Design Labs
California
$1.26M -$2.91M -5,176 -70%