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 %
RWPA
2126
Richard W. Paul & Associates
Michigan
$1M +$562 +1 +0.1%
CIC
2127
Crawford Investment Counsel
Georgia
$1M -$91K -162 -8%
BM
2128
Brandywine Managers
Delaware
$1M
FFA
2129
Fragasso Financial Advisors
Pennsylvania
$1M +$49.4K +88 +5%
CLOS
2130
Compagnie Lombard Odier SCmA
Switzerland
$1M -$94.4K -168 -9%
CFO
2131
Collective Family Office
Pennsylvania
$1,000K -$253K -451 -20%
SMG
2132
Smart Money Group
Texas
$999K +$151K +269 +18%
SFS
2133
Strategic Financial Services
New York
$997K -$2.81K -5 -0.3%
HKIM
2134
Hayek Kallen Investment Management
Alabama
$997K +$260K +462 +35%
BCM
2135
Brown Capital Management
Maryland
$994K -$262K -466 -21%
TFP
2136
Tilia Fiduciary Partners
North Carolina
$982K +$5.06K +9 +0.5%
OWP
2137
ORG Wealth Partners
Texas
$981K +$96K +170 +11%
WDG
2138
Wealth Dimensions Group
Ohio
$981K -$7.3K -13 -0.7%
DFA
2139
Davies Financial Advisors
California
$980K
BAM
2140
Brave Asset Management
New Jersey
$979K
EWM
2141
Evermay Wealth Management
Virginia
$979K +$7.31K +13 +0.8%
WKSWA
2142
White Knight Strategic Wealth Advisors
New Jersey
$978K -$33.7K -60 -3%
LIA
2143
LBMC Investment Advisors
Tennessee
$976K
SC
2144
Summa Corp
Texas
$976K
PFG
2145
Prosperity Financial Group
California
$974K +$144K +256 +17%
NCG
2146
Newport Capital Group
New Jersey
$973K -$37.1K -66 -4%
BIA
2147
Bigelow Investment Advisors
Maine
$972K -$72.5K -129 -7%
NA
2148
Navellier & Associates
Nevada
$971K
CPC
2149
Cookson Peirce & Co
Pennsylvania
$970K +$128K +227 +15%
BIG
2150
Brookwood Investment Group
Arizona
$968K -$385K -685 -28%