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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 %
SCP
2151
Sivia Capital Partners
California
$967K -$134K -239 -12%
BAM
2152
Byrne Asset Management
New Jersey
$966K -$975K -1,779 Closed
AC
2153
AXQ Capital
New Jersey
$965K -$539K -960 -36%
HC
2154
Hara Capital
Washington
$964K -$369K -657 -28%
NERM
2155
New England Research & Management
Illinois
$964K +$5.62K +10 +0.6%
FWA
2156
FSM Wealth Advisors
Ohio
$964K +$20.3K +36 +2%
KDA
2157
Kraft Davis & Associates
Missouri
$958K
TFO
2158
Tarbox Family Office
California
$958K
DAC
2159
Dividend Assets Capital
South Carolina
$957K
AA
2160
Auxano Advisors
Washington
$955K +$11.2K +20 +1%
SW
2161
SkyOak Wealth
Michigan
$955K
CWM
2162
Crowley Wealth Management
Delaware
$955K -$18K -32 -2%
SVCP
2163
Silicon Valley Capital Partners
California
$954K +$1.12K +2 +0.1%
ACM
2164
Advance Capital Management
Michigan
$953K -$5.06K -9 -0.5%
FOA
2165
Five Oceans Advisors
California
$953K +$12.4K +22 +1%
DOA
2166
D'Orazio & Associates
Virginia
$951K +$52.8K +94 +6%
HP
2167
Haven Private
Florida
$950K +$216K +384 +29%
PCG
2168
PFC Capital Group
California
$950K
SFA
2169
Souders Financial Advisors
Ohio
$949K +$232K +413 +32%
COCM
2170
Charter Oak Capital Management
New Hampshire
$948K +$322K +573 +51%
Blackstone Inc
2171
Blackstone Inc
New York
$947K
AWM
2172
Aberdeen Wealth Management
Illinois
$947K
CWA
2173
Canvas Wealth Advisors
Kansas
$947K +$21.6K +38 +2%
A
2174
AlphaQuest
New York
$946K -$1.41M -2,505 -60%
LPFG
2175
Landing Point Financial Group
Ohio
$946K -$6.18K -11 -0.6%