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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 %
MAM
2026
MWA Asset Management
Massachusetts
$1.21M +$16.9K +30 +1%
UWP
2027
Uniting Wealth Partners
Kansas
$1.2M
AIM
2028
Advyzon Investment Management
Illinois
$1.2M +$563K +1,003 +89%
EW
2029
Elyxium Wealth
California
$1.19M +$45.5K +81 +4%
FFWA
2030
FRG Family Wealth Advisors
Washington
$1.19M -$95.5K -170 -7%
MCM
2031
Monument Capital Management
Virginia
$1.19M +$86.6K +154 +8%
CCP
2032
Cassia Capital Partners
North Carolina
$1.19M -$8.43K -15 -0.7%
SFS
2033
Stiles Financial Services
Minnesota
$1.18M +$1.69K +3 +0.1%
BMCM
2034
Burns Matteson Capital Management
New York
$1.18M -$112K -199 -9%
GWSG
2035
GPS Wealth Strategies Group
Colorado
$1.18M +$1.69K +3 +0.1%
ALAM
2036
Asahi Life Asset Management
Japan
$1.18M +$461K +820 +64%
A
2037
Argentarii
Ohio
$1.18M -$66.3K -118 -5%
SC
2038
Solstein Capital
California
$1.18M +$133K +237 +13%
FAIM
2039
Financial Advocates Investment Management
Washington
$1.18M -$1.16M -2,067 -50%
MC
2040
Maren Capital
Illinois
$1.17M
AM
2041
Atwater Malick
Pennsylvania
$1.17M +$25.8K +46 +2%
VIS
2042
Vega Investment Solutions
France
$1.16M -$7.27M -12,933 -86%
DJSG
2043
D.J. St. Germain
Massachusetts
$1.16M +$120K +213 +12%
PFG
2044
PAX Financial Group
Texas
$1.16M -$320K -570 -22%
CWP
2045
Core Wealth Partners
California
$1.15M +$485K +863 +72%
SCM
2046
Seascape Capital Management
New Hampshire
$1.15M -$5.06K -9 -0.4%
LF
2047
Lee Financial
Texas
$1.15M -$6.74K -12 -0.6%
AFT
2048
Alpha Family Trust
California
$1.15M
WMA
2049
Wealth Management Associates
New Jersey
$1.15M
FMC
2050
First Merchants Corp
Indiana
$1.15M +$11.8K +21 +1%