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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 %
WHG
2426
Westwood Holdings Group
Texas
$652K +$28.7K +51 +5%
BDL
2427
Banque de Luxembourg
Luxembourg
$650K
TA
2428
Townsend & Associates
Colorado
$650K
PAG
2429
Private Advisory Group
Washington
$649K -$6.97M -12,397 -91%
CIA
2430
Citadel Investment Advisory
Ohio
$649K
CD
2431
Chapin Davis
Maryland
$648K -$1.12K -2 -0.2%
FP
2432
Financial Perspectives
Minnesota
$645K +$6.18K +11 +1%
FWP
2433
Firethorn Wealth Partners
Georgia
$645K -$80.9K -144 -11%
FWP
2434
FAS Wealth Partners
Kansas
$645K +$71.9K +128 +13%
GCM
2435
Generation Capital Management
New York
$645K +$39.9K +71 +7%
PMSA
2436
Patrick M. Sweeney & Associates
Illinois
$642K -$7.97K -14 -1%
DA
2437
Drake & Associates
Wisconsin
$641K +$116K +206 +22%
C
2438
Covestor
United Kingdom
$641K -$56.8K -101 -8%
CIS
2439
Custom Index Systems
New York
$641K +$1.12K +2 +0.2%
WHC
2440
Wulff, Hansen & Co
California
$641K +$16.9K +30 +3%
MF
2441
Manchester Financial
California
$640K
PA
2442
Pineridge Advisors
Missouri
$640K +$450K +801 +238%
BCG
2443
Breakwater Capital Group
New Jersey
$639K -$2.25K -4 -0.4%
QFW
2444
QTR Family Wealth
Florida
$638K +$192K +342 +43%
UB
2445
Umpqua Bank
Oregon
$638K +$115K +204 +22%
SAM
2446
Strive Asset Management
Ohio
$638K -$332K -590 -34%
FCB
2447
First County Bank
Connecticut
$638K -$101K -179 -14%
FHB
2448
First Hawaiian Bank
Hawaii
$637K
LBC
2449
Lowe Brockenbrough & Co
Virginia
$637K +$27K +48 +4%
AI
2450
Arvest Investments
Arkansas
$637K -$2.25K -4 -0.4%