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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 %
WCM
2351
Wedge Capital Management
North Carolina
$724K +$443K +788 +157%
RDWM
2352
Red Door Wealth Management
Tennessee
$724K +$186K +330 +34%
SAM
2353
Summit Asset Management
Tennessee
$724K +$12.9K +23 +2%
FFG
2354
Floyd Financial Group
Missouri
$724K -$89.4K -157 -11%
AF
2355
Atala Financial
California
$723K
NL
2356
NWAM LLC
Washington
$722K -$2.8K -5 -0.4%
HHRDM
2357
H&H Retirement Design & Management
Nevada
$722K -$163K -294 -18%
SL
2358
Sentinus LLC
Illinois
$720K -$8.43K -15 -1%
CAM
2359
Claret Asset Management
Quebec, Canada
$720K +$720K +1,280 New
S
2360
Sunpointe
Missouri
$717K +$73.1K +130 +11%
SAM
2361
Sherman Asset Management
California
$711K -$562 -1 -0.1%
IIM
2362
Ipswich Investment Management
Massachusetts
$710K -$480K -855 -40%
NCM
2363
Noesis Capital Mangement
Florida
$708K +$304K +540 +75%
FSC
2364
Full Sail Capital
Oklahoma
$707K -$55.6K -99 -7%
TWM
2365
Tradition Wealth Management
Minnesota
$705K +$16.9K +30 +2%
LG
2366
LaFleur & Godfrey
Michigan
$702K
RS
2367
R Squared
Hong Kong
$702K +$702K +1,250 New
ACP
2368
Argyle Capital Partners
California
$701K -$20.8K -37 -3%
PCM
2369
Passive Capital Management
Maryland
$701K
AAM
2370
Aureus Asset Management
Massachusetts
$700K +$39.3K +70 +6%
PL
2371
Parthenon LLC
Kentucky
$698K
LF
2372
LifeSteps Financial
California
$698K +$72.5K +129 +12%
CPM
2373
Connective Portfolio Management
New York
$697K
KFGK
2374
Keystone Financial Group (Kentucky)
Kentucky
$697K +$12.9K +23 +2%
MMPW
2375
Mitchell McLeod Pugh & Williams
Alabama
$697K