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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 %
IC
2251
Inscription Capital
Texas
$858K +$483K +860 +129%
TFIPS
2252
Towarzystwo Funduszy Inwestycyjnych PZU SA
$858K +$28.1K +50 +3%
TCWM
2253
Total Clarity Wealth Management
Illinois
$858K -$75.9K -135 -8%
ALA
2254
Atlas Legacy Advisors
California
$851K +$50.6K +90 +6%
WFA
2255
Wellspring Financial Advisors
Ohio
$849K +$113K +201 +15%
PHAM
2256
Palisades Hudson Asset Management
Florida
$847K
NF
2257
Nvest Financial
New Hampshire
$846K +$10.1K +18 +1%
SDWIA
2258
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$846K -$5.06K -9 -0.6%
AAS
2259
Annex Advisory Services
Wisconsin
$843K -$64.1K -114 -7%
LCS
2260
Levin Capital Strategies
New York
$843K
PAMP
2261
Polar Asset Management Partners
Ontario, Canada
$843K +$843K +1,500 New
SPS
2262
Susquehanna Portfolio Strategies
Pennsylvania
$843K +$843K +1,500 New
KFI
2263
Key Financial Inc
Pennsylvania
$840K
JA
2264
JVL Associates
Michigan
$839K +$3.93K +7 +0.5%
BW
2265
BXM Wealth
Colorado
$838K +$13.5K +24 +2%
HIM
2266
Hanlon Investment Management
New Jersey
$836K +$836K +1,488 New
WFMPM
2267
Woodley Farra Manion Portfolio Management
Indiana
$836K +$38.8K +69 +5%
KC
2268
Knuff & Co
California
$835K -$366K -651 -30%
FFG
2269
Fortem Financial Group
California
$834K -$3.93K -7 -0.5%
FIB
2270
First Interstate Bank
Montana
$832K -$11.8K -21 -1%
OMC
2271
Overbrook Management Corp
New York
$832K +$832K +1,481 New
RHAM
2272
Round Hill Asset Management
California
$826K
SFO
2273
Stokes Family Office
Louisiana
$826K +$7.87K +14 +1%
FWP
2274
Forefront Wealth Partners
Texas
$826K +$24.2K +46 +3%
DIP
2275
DT Investment Partners
Pennsylvania
$825K