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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 %
RCA
2076
Runnymede Capital Advisors
Ohio
$1.09M -$3.37K -6 -0.3%
TCB
2077
Texas Capital Bancshares
Texas
$1.09M -$2.25K -4 -0.2%
HAM
2078
Hickory Asset Management
Ohio
$1.09M +$562 +1 +0.1%
LC
2079
LCNB Corp
Ohio
$1.09M -$118K -210 -10%
CPCM
2080
Cardinal Point Capital Management
Ontario, Canada
$1.08M +$1.08M +1,928 New
AWM
2081
Aries Wealth Management
Maine
$1.08M
RFP
2082
Root Financial Partners
California
$1.08M +$392K +697 +57%
VBCG
2083
Valley Brook Capital Group
Pennsylvania
$1.07M +$32.6K +58 +3%
WF
2084
WinCap Financial
Massachusetts
$1.07M +$3.94K +7 +0.4%
DI
2085
DDFG Inc
California
$1.07M
CCA
2086
Cottonwood Capital Advisors
Utah
$1.07M -$7.31K -13 -0.7%
WWM
2087
Whalen Wealth Management
Nevada
$1.07M +$1.07M +1,902 New
JWWM
2088
Johnson & White Wealth Management
Pennsylvania
$1.07M -$6.74K -12 -0.6%
TIA
2089
Traphagen Investment Advisors
New Jersey
$1.07M +$112K +200 +12%
SOS
2090
Silver Oak Securities
Tennessee
$1.06M +$43.3K +77 +4%
FWM
2091
Forza Wealth Management
Florida
$1.06M -$45.5K -81 -4%
GDP
2092
Great Diamond Partners
Maine
$1.06M +$225K +400 +27%
OM
2093
OV Management
Minnesota
$1.06M -$1.76M -3,138 -62%
NFC
2094
Northstar Financial Companies
Pennsylvania
$1.06M -$14K -25 -1%
CCWM
2095
Correct Capital Wealth Management
Missouri
$1.06M +$106K +188 +11%
RF
2096
Rossby Financial
Florida
$1.06M -$41.6K -74 -4%
MAM
2097
McLean Asset Management
Virginia
$1.06M +$52.2K +93 +5%
GPW
2098
Genesis Private Wealth
Virginia
$1.05M +$62.9K +112 +6%
CC
2099
Cadinha & Co
Hawaii
$1.05M -$28.1K -50 -3%
DE
2100
Diversified Enterprises
Delaware
$1.04M -$129K -229 -11%