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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 %
BFS
2301
Baskin Financial Services
Ontario, Canada
$775K
OC
2302
Oarsman Capital
Wisconsin
$775K +$89.3K +159 +13%
WP
2303
Westmount Partners
California
$775K +$151K +268 +24%
LF
2304
Lantz Financial
Illinois
$774K +$5.06K +9 +0.7%
GFA
2305
Gallagher Fiduciary Advisors
Illinois
$773K -$3.93K -7 -0.5%
DMBA
2306
Deseret Mutual Benefit Administrators
Utah
$770K
MW
2307
MBL Wealth
North Carolina
$768K +$31.5K +56 +4%
MFG
2308
Midwest Financial Group
Kansas
$767K +$562 +1 +0.1%
DSN
2309
D. Scott Neal
Kentucky
$766K -$1.69K -3 -0.2%
PIC
2310
Portland Investment Counsel
Ontario, Canada
$766K
PWA
2311
Physician Wealth Advisors
Utah
$763K -$75.3K -134 -9%
BF
2312
Brucke Financial
Indiana
$762K +$58.4K +104 +8%
GIP
2313
Granite Investment Partners
California
$760K
SIMG
2314
Sonora Investment Management Group
Arizona
$758K -$1.69K -3 -0.2%
WAM
2315
Wolverine Asset Management
Illinois
$757K +$602K +1,072 +390%
PA
2316
PSI Advisors
Florida
$755K -$38.8K -69 -5%
HWA
2317
HMV Wealth Advisors
Louisiana
$755K -$603K -1,073 -44%
GWM
2318
GSB Wealth Management
Connecticut
$755K -$37.1K -66 -5%
TSWM
2319
Triangle Securities Wealth Management
North Carolina
$755K -$8.43K -15 -1%
MFC
2320
Morris Financial Concepts
South Carolina
$753K
DWM
2321
Dogwood Wealth Management
Kansas
$752K +$3.94K +7 +0.5%
APWA
2322
Atlas Private Wealth Advisors
New Jersey
$752K +$33.7K +60 +5%
WAG
2323
Wheelhouse Advisory Group
Missouri
$751K +$31.5K +56 +4%
NAM
2324
NTV Asset Management
West Virginia
$751K +$28.1K +50 +4%
RP
2325
Rice Partnership
Hawaii
$750K