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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 %
CMTU
2326
Capital Markets Trading (UK)
United Kingdom
$748K -$913K -1,624 -55%
CFA
2327
CWS Financial Advisors
Michigan
$748K -$93.8K -167 -11%
WF
2328
Whelan Financial
California
$748K +$176K +314 +31%
MC
2329
Matisse Capital
Oregon
$747K
MAG
2330
MRA Advisory Group
New Jersey
$747K +$184K +327 +33%
ACG
2331
Allen Capital Group
Nebraska
$746K +$50K +89 +7%
BSSFA
2332
Baron Silver Stevens Financial Advisors
Florida
$745K +$125K +222 +20%
VIP
2333
Viewpoint Investment Partners
Alberta, Canada
$745K +$520K +925 +231%
WB
2334
Webster Bank
Connecticut
$744K -$56.8K -101 -7%
AFA
2335
AA Financial Advisors
Ohio
$743K +$279K +497 +60%
PWM
2336
Proathlete Wealth Management
Florida
$743K +$564 +1 +0.1%
MHC
2337
May Hill Capital
Massachusetts
$742K +$188K +335 +34%
CPA
2338
Cardiff Park Advisors
California
$736K +$562 +1 +0.1%
CPWA
2339
Cerro Pacific Wealth Advisors
California
$735K +$92.2K +164 +14%
LT
2340
Legacy Trust
Michigan
$733K -$22.5K -40 -3%
PHWM
2341
Pine Harbor Wealth Management
Maryland
$732K
CT
2342
Colonial Trust
South Carolina
$732K -$14.1K -25 -2%
MCWA
2343
Meadow Creek Wealth Advisors
Georgia
$732K -$5.06K -9 -0.7%
CAM
2344
Cidel Asset Management
Ontario, Canada
$731K -$562 -1 -0.1%
WC
2345
Weil Company
California
$730K
CCA
2346
Coign Capital Advisors
Utah
$729K +$8.43K +15 +1%
EL
2347
EWA LLC
Pennsylvania
$728K +$77.6K +138 +12%
CS
2348
Crescent Sterling
Louisiana
$728K -$214K -380 -23%
DI
2349
Diligent Investors
California
$726K -$126K -225 -15%
RFG
2350
Range Financial Group
Oregon
$725K -$11.8K -21 -2%