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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 %
FWM
2051
FFT Wealth Management
Pennsylvania
$1.15M -$29.2K -52 -2%
KCM
2052
Kathmere Capital Management
Pennsylvania
$1.15M +$32K +57 +3%
MADR
2053
Milestones Administradora de Recursos
Brazil
$1.14M
FCFC
2054
First Commonwealth Financial Corp
Pennsylvania
$1.14M +$14K +25 +1%
ZF
2055
Zhang Financial
Michigan
$1.14M +$2.81K +5 +0.2%
BAAM
2056
Baker Avenue Asset Management
California
$1.14M -$35.4K -63 -3%
EC
2057
Enhancing Capital
Pennsylvania
$1.13M -$562 -1 -0%
JF
2058
Jericho Financial
Ohio
$1.13M -$89.9K -160 -7%
AWM
2059
Absher Wealth Management
North Carolina
$1.12M -$183K -326 -14%
PBK
2060
Peoples Bank (Kansas)
Kansas
$1.12M -$14K -25 -1%
SP
2061
Stonebrook Private
Michigan
$1.12M +$35.4K +63 +3%
SRC
2062
Shufro Rose & Co
New York
$1.12M
DFG
2063
Demars Financial Group
Washington
$1.12M -$572M -1,018,001 -100%
GSEP
2064
Golden State Equity Partners
California
$1.12M +$70.8K +126 +7%
AA
2065
Armis Advisers
Georgia
$1.11M +$222K +401 +25%
CFGW
2066
Chancellor Financial Group WB
Pennsylvania
$1.11M +$1.12K +2 +0.1%
HWM
2067
Howard Wealth Management
Connecticut
$1.11M
SAM
2068
Steinberg Asset Management
New York
$1.1M
CPRC
2069
Consolidated Portfolio Review Corp
New York
$1.1M +$197K +350 +22%
SWP
2070
Strategic Wealth Partners
Ohio
$1.1M +$1.1M +1,959 New
SSC
2071
Syverson Strege & Co
Iowa
$1.1M +$835K +1,487 +319%
1CP
2072
17 Capital Partners
Arizona
$1.1M +$87.1K +155 +9%
NCM
2073
New Capital Management
Texas
$1.1M -$16.3K -29 -1%
NWAG
2074
Net Worth Advisory Group
Utah
$1.09M +$36.5K +65 +3%
JIC
2075
Joel Isaacson & Co
New York
$1.09M +$93.3K +166 +9%