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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 %
AA
2001
Advisory Alpha
Michigan
$1.26M +$173K +308 +16%
JCM
2002
Jacobsen Capital Management
Utah
$1.26M +$123K +218 +11%
CCM
2003
Crew Capital Management
Ohio
$1.26M +$845K +1,503 +205%
WC
2004
Waterloo Capital
Texas
$1.26M +$137K +244 +12%
CWIG
2005
Chung Wu Investment Group
Texas
$1.25M
SWM
2006
Scissortail Wealth Management
Oklahoma
$1.25M
SAM
2007
SP Asset Management
California
$1.25M +$6.74K +12 +0.5%
OL
2008
OneFund LLC
Florida
$1.24M -$13.5K -24 -1%
CPA
2009
Capital Planning Advisors
California
$1.24M -$562 -1 -0%
RIP
2010
Reliant Investment Partners
North Carolina
$1.24M -$7.31K -13 -0.6%
MFS
2011
Monetta Financial Services
Illinois
$1.24M -$731K -1,300 -37%
CWA
2012
Carolina Wealth Advisors
South Carolina
$1.24M +$298K +530 +32%
CFIA
2013
Cantor Fitzgerald Investment Advisors
New York
$1.23M -$73.1K -130 -6%
SFP
2014
Sandbox Financial Partners
Maryland
$1.23M -$1.12K -2 -0.1%
FMN
2015
Financial Management Network
California
$1.23M +$9.68K +17 +0.8%
SCM
2016
Sunbeam Capital Management
Georgia
$1.23M +$34.3K +61 +3%
MWAM
2017
Manhattan West Asset Management
California
$1.22M +$37.7K +67 +3%
FA
2018
Faithward Advisors
Pennsylvania
$1.22M -$4.5K -8 -0.4%
FMB
2019
Field & Main Bank
Kentucky
$1.22M -$43.3K -77 -3%
HWM
2020
Hemington Wealth Management
Virginia
$1.21M -$2.25K -4 -0.2%
AB
2021
Atlas Brown
Kentucky
$1.21M +$2.25K +4 +0.2%
LCWP
2022
Legacy Capital Wealth Partners
Arkansas
$1.21M -$23K -41 -2%
FWTB
2023
First Western Trust Bank
Colorado
$1.21M -$2.81K -5 -0.2%
RPSA
2024
Richard P. Slaughter Associates
Texas
$1.21M +$169K +300 +16%
CWM
2025
Connecticut Wealth Management
Connecticut
$1.21M +$6.18K +11 +0.5%