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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 %
MMEA
2276
Main Management ETF Advisors
California
$824K +$13.5K +24 +2%
BAM
2277
BOS Asset Management
Illinois
$824K -$5.62K -10 -0.7%
BFW
2278
Brady Family Wealth
Missouri
$823K +$1.12K +2 +0.1%
BFO
2279
Boston Family Office
Massachusetts
$820K
BWM
2280
Baron Wealth Management
Michigan
$819K +$94.4K +168 +13%
CAI
2281
Capital Advisors Inc
Oklahoma
$818K +$25.3K +45 +3%
MWA
2282
Midland Wealth Advisors
Illinois
$818K -$65.2K -116 -7%
GJWM
2283
Gilliland Jeter Wealth Management
Arkansas
$810K
LSIA
2284
LaSalle St. Investment Advisors
Illinois
$808K -$48.3K -86 -6%
SGK
2285
Steigerwald Gordon & Koch
Virginia
$808K -$9K -16 -1%
LSA
2286
Lion Street Advisors
Texas
$805K -$1.12K -2 -0.1%
CWA
2287
Clarity Wealth Advisors
California
$802K -$26.4K -47 -3%
MF
2288
Montis Financial
Massachusetts
$802K -$6.18K -11 -0.8%
NIP
2289
Nicholas Investment Partners
California
$800K +$224K +398 +39%
VC
2290
Veery Capital
Delaware
$797K
CA
2291
Claro Advisors
Massachusetts
$796K -$1.36M -2,423 -63%
DL
2292
DOHJ LLC
Washington
$792K -$530K -1,001 -40%
APW
2293
Austin Private Wealth
Texas
$792K +$198K +353 +33%
MFG
2294
Magnus Financial Group
New York
$790K +$562 +1 +0.1%
AC
2295
Aristides Capital
Kentucky
$787K
KFG
2296
Kelly Financial Group
Connecticut
$785K +$1.69K +3 +0.2%
NP
2297
Ninepoint Partners
Ontario, Canada
$780K +$67.4K +120 +9%
RWA
2298
Redhawk Wealth Advisors
Minnesota
$778K +$27.5K +49 +4%
CNBOF
2299
City National Bank of Florida
Florida
$776K +$130K +231 +20%
WA
2300
Wealth Architects
California
$776K -$23.6K -42 -3%