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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 %
CWA
2176
Consilium Wealth Advisory
Texas
$945K -$5.62K -10 -0.6%
MPPW
2177
Mitchell & Pahl Private Wealth
Oklahoma
$944K -$18K -32 -2%
HPM
2178
Hoxton Planning & Management
West Virginia
$944K -$27.5K -49 -3%
AIC
2179
Argus Investors Counsel
New York
$942K -$226K -402 -19%
PCP
2180
Perbak Capital Partners
United Kingdom
$942K +$942K +1,676 New
CCA
2181
Catalyst Capital Advisors
New York
$940K -$659K -1,173 -41%
APWM
2182
Argonautica Private Wealth Management
Massachusetts
$940K
PCH
2183
PGIM Custom Harvest
New Jersey
$940K -$82K -146 -8%
VDBMI
2184
Van Den Berg Management I
Texas
$940K -$29.2K -52 -3%
MSAM
2185
Moloney Securities Asset Management
Missouri
$933K +$15.7K +28 +2%
DEM
2186
Disciplined Equity Management
Florida
$933K
NRC
2187
New Republic Capital
North Carolina
$931K -$13.5K -24 -1%
TIM
2188
Tevis Investment Management
Texas
$930K
BSHC
2189
Breed's Hill Capital
Massachusetts
$930K -$3.37K -6 -0.4%
SL
2190
Salomon & Ludwin
Virginia
$930K +$33.7K +60 +4%
CFG
2191
Carr Financial Group
Massachusetts
$930K +$27.5K +49 +3%
AWM
2192
Atticus Wealth Management
Florida
$928K +$142K +253 +18%
CCC
2193
Compass Capital Corp
Massachusetts
$927K +$9.07K +16 +1%
CPL
2194
CAP Partners LLC
Tennessee
$925K +$2.25K +4 +0.2%
WAM
2195
Werlinich Asset Management
Connecticut
$923K -$42.1K -75 -4%
VAF
2196
Values Added Financial
District of Columbia
$923K +$208K +370 +29%
OPA
2197
Old Port Advisors
Maine
$922K +$5.62K +10 +0.6%
OFO
2198
OneAscent Family Office
Alabama
$922K -$10.1K -18 -1%
OAM
2199
Occidental Asset Management
California
$919K +$20.8K +37 +2%
AC
2200
Allstate Corporation
Illinois
$918K -$15.3M -27,247 -94%