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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 %
TWM
2376
Trueblood Wealth Management
Ohio
$696K -$562 -1 -0.1%
UAML
2377
US Asset Management LLC
Pennsylvania
$696K
NFG
2378
Nadler Financial Group
Illinois
$695K -$45K -80 -6%
SCA
2379
Strathmore Capital Advisors
North Carolina
$695K +$695K +1,230 New
1WA
2380
180 Wealth Advisors
Washington
$695K -$55.1K -98 -7%
NAMNJ
2381
NorthStar Asset Management (New Jersey)
New Jersey
$693K +$86.6K +154 +14%
KWM
2382
KFG Wealth Management
Indiana
$693K +$46.7K +83 +7%
WSWA
2383
Warren Street Wealth Advisors
California
$692K +$26.4K +47 +4%
RAM
2384
Readystate Asset Management
Illinois
$692K +$402K +716 +139%
GHA
2385
GW Henssler & Associates
Georgia
$690K -$34.3K -61 -5%
VCM
2386
Virtue Capital Management
Tennessee
$690K -$1.49M -2,659 -68%
CWA
2387
CM Wealth Advisors
Ohio
$688K
NWA
2388
New World Advisors
Massachusetts
$688K -$143K -254 -17%
AGAM
2389
Audent Global Asset Management
California
$687K -$8.99K -16 -1%
SC
2390
Saiph Capital
New Jersey
$686K +$166K +296 +32%
RW
2391
Rede Wealth
Virginia
$685K
CVM
2392
Cheviot Value Management
California
$684K -$23K -40 -3%
SGCA
2393
Steel Grove Capital Advisors
Tennessee
$682K
BC
2394
Belmont Capital
California
$677K +$284K +505 +72%
WCA
2395
Westover Capital Advisors
Delaware
$677K
ACP
2396
Arcus Capital Partners
Georgia
$676K +$64.1K +114 +10%
LCGC
2397
Legacy Capital Group California
California
$675K +$32.6K +58 +5%
EB
2398
Exchange Bank
California
$671K -$4.5K -8 -0.7%
AWAP
2399
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$670K -$72.5K -129 -10%
CFS
2400
Commonwealth Financial Services
West Virginia
$670K +$31.5K +56 +5%