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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 %
TCM
2401
Traynor Capital Management
Pennsylvania
$670K +$351K +621 +110%
CYG
2402
Clean Yield Group
Vermont
$667K
AFM
2403
Aspetuck Financial Management
Connecticut
$666K +$123K +218 +23%
T
2404
TOBAM
France
$665K +$152K +270 +30%
BDF
2405
Black Diamond Financial
Maryland
$664K -$29.2K -52 -4%
GWM
2406
GDS Wealth Management
Texas
$663K +$3.93K +7 +0.6%
JHCP
2407
Jackson Hole Capital Partners
Oklahoma
$662K
LCG
2408
Lakeshore Capital Group
Illinois
$662K -$35.4K -63 -5%
RWM
2409
Revisor Wealth Management
Ohio
$661K +$231K +409 +54%
CCWM
2410
Cassaday & Co Wealth Management
Virginia
$661K +$56.8K +101 +9%
GL
2411
Gerber LLC
Ohio
$660K
FCAS
2412
First Command Advisory Services
Texas
$660K +$25.8K +46 +4%
KMWM
2413
Keudell/Morrison Wealth Management
Oregon
$660K -$562 -1 -0.1%
GWAG
2414
Garrett Wealth Advisory Group
Texas
$658K +$194K +346 +42%
FFC
2415
Frederick Financial Consultants
Maryland
$658K -$5.06K -9 -0.8%
TCM
2416
Tuttle Capital Management
Connecticut
$657K +$84.3K +150 +15%
BAM
2417
Berkshire Asset Management
Pennsylvania
$657K -$2.81K -5 -0.4%
CPW
2418
Crestmont Private Wealth
Texas
$657K +$28.1K +50 +4%
ST
2419
Somerset Trust
Pennsylvania
$655K +$8.43K +15 +1%
MCM
2420
Mainstream Capital Management
California
$655K
BWP
2421
Barlow Wealth Partners
Kentucky
$654K +$1.12K +2 +0.2%
PPA
2422
Painted Porch Advisors
California
$654K -$25.3K -45 -4%
SIC
2423
Sterling Investment Counsel
New York
$654K -$368K -654 -36%
CIS
2424
Continental Investors Services
Washington
$652K +$2.81K +5 +0.4%
SC
2425
Skylands Capital
Wisconsin
$652K -$2.81K -5 -0.4%