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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 %
FCM
2201
Family Capital Management
Michigan
$918K +$234K +417 +34%
SPWM
2202
Spartan Planning & Wealth Management
North Carolina
$914K +$55.6K +99 +6%
WI
2203
Wedgewood Investors
Pennsylvania
$910K
CB
2204
Community Bank
New York
$908K -$214K -380 -19%
EP
2205
Edgestream Partners
New Jersey
$907K -$303K -539 -25%
LA
2206
Latitude Advisors
Florida
$906K +$1.69K +3 +0.2%
OWA
2207
Outlook Wealth Advisors
Texas
$903K +$4.5K +8 +0.5%
NRW
2208
Nova R Wealth
Kansas
$903K -$20.2K -36 -2%
PSC
2209
Prentiss Smith & Co
Vermont
$902K
GAM
2210
Gould Asset Management
California
$900K -$42.1K -75 -4%
TWA
2211
TCI Wealth Advisors
Arizona
$900K -$198K -352 -18%
ML
2212
McAdam LLC
Pennsylvania
$900K +$174K +309 +24%
JSL
2213
JT Stratford LLC
Georgia
$899K -$39.3K -70 -4%
TSS
2214
Two Sigma Securities
New York
$899K +$899K +1,600 New
PAM
2215
Paradigm Asset Management
New York
$899K -$112K -200 -11%
FG
2216
Foster Group
Iowa
$896K +$7.87K +14 +0.9%
CMI
2217
Clare Market Investments
Texas
$894K -$39.3K -70 -4%
SIC
2218
Salem Investment Counselors
North Carolina
$894K +$1.12K +2 +0.1%
DPI
2219
Diversified Portfolios Inc
Michigan
$894K +$217K +386 +32%
MIM
2220
Moseley Investment Management
Florida
$894K +$562 +1 +0.1%
RIM
2221
Redwood Investment Management
Arizona
$894K -$64.1K -114 -7%
TA
2222
TFG Advisers
Michigan
$893K +$1.12K +2 +0.1%
AI
2223
Accredited Investors
Minnesota
$891K +$487K +867 +121%
SWM
2224
Salvus Wealth Management
New Jersey
$890K -$6.18K -11 -0.7%
GPA
2225
Guerra Pan Advisors
New Jersey
$890K +$202K +359 +29%