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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 %
BMC
2226
Beaton Management Company
Massachusetts
$889K
MKC
2227
M. Kraus & Co
Vermont
$888K -$9.55K -17 -1%
RFA
2228
Resurgent Financial Advisors
Georgia
$887K -$22.5K -40 -2%
SAM
2229
Strategy Asset Managers
California
$886K +$164K +291 +23%
TCM
2230
Tributary Capital Management
Nebraska
$885K -$25.3K -45 -3%
FCA
2231
FLC Capital Advisors
California
$879K -$45K -80 -5%
SVWAG
2232
Sound View Wealth Advisors Group
Georgia
$877K -$61.8K -110 -7%
AWM
2233
Ariadne Wealth Management
California
$877K -$45.7K -79 -5%
PCM
2234
Park Capital Management
Wisconsin
$877K -$89.3K -159 -9%
CPA
2235
Capital Performance Advisors
California
$876K +$103K +184 +13%
QFA
2236
Quantum Financial Advisors
California
$871K
WT
2237
Washington Trust
Rhode Island
$871K +$13.5K +24 +2%
TW
2238
Traveka Wealth
California
$870K +$39.3K +70 +5%
TNA
2239
True North Advisors
Texas
$870K +$130K +231 +18%
CWM
2240
Centurion Wealth Management
Virginia
$868K +$71.3K +127 +9%
IWP
2241
Invenio Wealth Partners
Florida
$866K -$22.5K -40 -3%
FPWM
2242
FSB Premier Wealth Management
Iowa
$865K +$8.43K +15 +1%
MAM
2243
Madison Asset Management
Wisconsin
$864K
MFS
2244
Miller Financial Services
Michigan
$863K -$35.4K -63 -4%
RWM
2245
Riverbend Wealth Management
South Carolina
$862K +$8.43K +15 +1%
TA
2246
TFB Advisors
Kansas
$861K -$21.4K -38 -2%
XSC
2247
X-Square Capital
Puerto Rico
$860K +$32.6K +58 +4%
BTWM
2248
Baker Tilly Wealth Management
Wisconsin
$860K +$1.12K +2 +0.1%
VIA
2249
Victrix Investment Advisors
Florida
$860K -$18.5K -33 -2%
OFG
2250
Oxford Financial Group
Indiana
$859K +$77K +137 +10%